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Getting to the Heart of Tax Reform: Individual Tax and Estate Planning Strategies Logo aicpa

  Free |   AICPA |   Jan 2018 |   Specialized Knowledge and Applications |   AICPA Store

The monumental passing of the Tax Cuts and Jobs Act results in historic tax reform impacting nearly every American. This CPE course provides a comprehensive overview of the changes impacting individuals and families as well as critical financial planning considerations and strategies.

Learning Objectives

When you complete this course, you will be able to:

  • Identify individual income tax changes.
  • Identify planning considerations for individuals.
  • Recognize ways to advise clients on the impact of tax reform changes.
  • Identify changes to estate planning and administration post tax reform.
Key Topics
  • Overview of Tax Reform's Impact on Individuals and Small Businesses
  • Overview of Tax Reform's Impact on Estate and Trusts
  • Estate, Gift and GST Planning Considerations and Strategies
  • Tax Planning After Tax Reform
Who Will Benefit?
  • CPAs, tax professionals, financial planners and other qualified professionals
Enhanced On-Demand Format

This enhanced on-demand format incorporates interactive exercises and/or knowledge check questions to test the learner's understanding of key concepts shared through discussion points on slides and from the subject matter expert captured in the video recording.

Topics covered:
  • Tax: Technical: Individual income taxation : Reporting & filing requirements, Intermediate
  • Personal financial planning: Technical: Estate planning: Process, taxation & strategies, Intermediate
  • Personal financial planning: Technical: Specialized planning issues: Individual income tax planning, Intermediate
  • Tax: Technical: Taxation of estates & trusts, Intermediate