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

• 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

Topics Discussed:

• 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

 

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