Webcast
Intermediate
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 |
Revision Date March 20, 2020 |
Prerequisites Understanding of and experience with federal tax forms and schedules, both individual and business |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02250-22-O
IRS Federal Tax Law Credits: 2
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02250-22-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1354
CTEC Federal Tax Law Credits: 2
CTEC Course Number: 2071-CE-1354
CTEC Federal Tax Law Credits: 2
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.
Course Instructor
Robert 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 …
Planning Opportunities After Tax Reform
CPE CREDITS
2 Credits: Taxes
$98.00
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
This webcast is 2 hours in length so you must start it before 06:00 pm ET.
Start within 10 hour(s) and 29 minutes to watch today.
Webcast
Intermediate
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 |
Revision Date March 20, 2020 |
Prerequisites Understanding of and experience with federal tax forms and schedules, both individual and business |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02250-22-O
IRS Federal Tax Law Credits: 2
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02250-22-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1354
CTEC Federal Tax Law Credits: 2
CTEC Course Number: 2071-CE-1354
CTEC Federal Tax Law Credits: 2
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.
Course Instructor
Robert 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 …
Planning Opportunities After Tax Reform
CPE CREDITS
2 Credits: Taxes
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
This webcast is 2 hours in length so you must start it before 06:00 pm ET.
Start within 10 hour(s) and 29 minutes to watch today.
$98.00