CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Planning Opportunities After Tax Reform

Icon_Webcast
Webcast
Icon_Level
Intermediate
Credits
CPE Credits
2 Credits: Taxes

Course Description

The Tax Cuts and Jobs Act will be the most significant tax reform in 30 years. This course will provide updates on the current status of the legislation and discuss related year-end planning opportunities. Topics covered will include:

  • Individual taxation – changes to exemptions, deductions, brackets, and credits
  • Taxation of investors – state income tax planning, income shifting, inversion dividends, taxation of capital gains
  • Business taxation – a new lower corporate rate, special pass-through business rate, and a variety of other important changes
  • Estate taxation – a doubling of the estate tax exemption

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify the basics of the likely changes to 2018 tax law
  • Cite how the taxation of individuals, businesses, and estates will likely change
  • Identify how to prepare for year-end planning which will need to be acted on quickly should the proposal become law

Course Specifics

Course ID
WC18176362
Original Release Date
December 16, 2017
Revision Date
March 20, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01455-19-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1354
CTEC Federal Tax Law Credits: 2

Course Instructor

Robert Keebler Headshot
Robert Keebler, CPA, AEP, MST, CGMA

Robert S. Keebler, CPA/PFS, AEP (Distinguished), CGMA, MST is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Section. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents …

Robert Keebler, CPA, AEP, MST, CGMA Read More »

Planning Opportunities After Tax Reform

CPE CREDITS
2 Credits: Taxes

$98.00

Icon_Webcast
Webcast
Icon_Level
Intermediate
Credits
CPE Credits
2 Credits: Taxes

Course Description

The Tax Cuts and Jobs Act will be the most significant tax reform in 30 years. This course will provide updates on the current status of the legislation and discuss related year-end planning opportunities. Topics covered will include:

  • Individual taxation – changes to exemptions, deductions, brackets, and credits
  • Taxation of investors – state income tax planning, income shifting, inversion dividends, taxation of capital gains
  • Business taxation – a new lower corporate rate, special pass-through business rate, and a variety of other important changes
  • Estate taxation – a doubling of the estate tax exemption

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify the basics of the likely changes to 2018 tax law
  • Cite how the taxation of individuals, businesses, and estates will likely change
  • Identify how to prepare for year-end planning which will need to be acted on quickly should the proposal become law

Course Specifics

Course ID
WC18176362
Original Release Date
December 16, 2017
Revision Date
March 20, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01455-19-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1354
CTEC Federal Tax Law Credits: 2

Course Instructor

Robert Keebler Headshot
Robert Keebler, CPA, AEP, MST, CGMA

Robert S. Keebler, CPA/PFS, AEP (Distinguished), CGMA, MST is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Section. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents …

Robert Keebler, CPA, AEP, MST, CGMA Read More »

Planning Opportunities After Tax Reform

CPE CREDITS
2 Credits: Taxes

$98.00