Getting to the Heart of Tax Reform: Individual Income Tax Changes and Planning Strategies

359  |  TSCPA In Person Events  |  Basic  |  Scheduled

Description

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.

LIVE STREAM OPTION: If you are unable to join us in Brentwood- or prefer to skip the travel - you can still take part in the seminar.  Our online attendance option brings the seminar direct to you via live streaming. Please visit this link for more information and registration.

Credits

Number of Credits Type of Credits
3.33 CLE
4 Tax

Prerequisites

none

Highlights

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

Objectives

Upon completion of the course, participants 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.
  • Analyze tax planning strategies after tax reform.

Preparation

none

Prices

Member (Early Bird)
$169.00
Non-Member (Early Bird)
$219.00
Member
$194.00
Non-Member
$244.00
Your Price: $219.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. Early Bird rates will be applied to all registrations made prior to January 20, 2018.

Members log in and save $50.00 on this event. Not a member? join today.

$15.00

In order to select CLE credits, please login to your account or register with your applicable BPR number.

Facilitators

William F. Taylor, CPA

William (Bill) F. Taylor is president of Benefit Solutions, Ltd., a benefit consulting firm, and a CPA in private practice. Since retiring as Community Bank President of Renasant Bank in Water Valley, MS, he has served as an adjunct assistant professor in the MBA program at the University of Mississippi. Bill has worked in the employee benefit and investment fields for over 20 years, beginning his career as the Employee Benefits Coordinator in the Jackson, MS, office of KPMG Peat Marwick and managing his own firm since 1999.

A nationally known consultant and speaker, Bill has conducted seminars for the American Society of Pension Professionals and Actuaries, more than 40 state CPA and Bar associations, and other organizations. He was awarded the Outstanding Discussion Leader award for 2014. Bill is the author of Taxation of Employee Benefits Volume I and Volume II, and his articles have appeared in numerous publications.

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