Certified Public Accountants
Helping Your Client Understand Tax, Financial, and Estate Planning Strategies Under the New Tax Act

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Online Registration Form

Date: December 13, 2018
Location: Mahoney State Park, Ashland
Course Time: 8:30 AM to 4:30 PM
Registration Begins: 8:00 AM
The legislation has passed; Congress has drastically changed the Internal Revenue Code by enacting the Tax Cuts and Jobs Act of 2017 (the "Act"). Due to the Act, tax planning, financial planning, and estate planning techniques and strategies will need to be changed. In this course, the participant will learn how the legislative changes will affect these planning areas. Special planning circumstances (for example, single-parent issues) will be discussed within this context. This novel course is one that practitioners cannot afford to miss if they provide planning services to clients.
* To provide practitioners with an understanding of the major changes to the Internal Revenue Code created by the Tax Cuts and Jobs Act of 2017 * To provide practitioners with ideas as to how to create and/or update their client's tax, financial, and estate plans due because of the Act
* Review of new legislation, including: ? Sunset provisions ? Affordable Care Act issues ? Tax Rates ? Standard Deduction changes ? Itemized Deduction changes ? Tax Credit changes ? Due Diligence issues ? "Kiddie Tax" issues ? Education issues ? Alimony issues ? MSAs and HSAs ? Fringe Benefit issues ? Retirement plan changes ? Estate and Gift tax changes ? Home Sale Exclusion issues ? Private Activity Bond issues ? Alternative Minimum Tax issues ? Business Expensing issues ? Luxury Automobile Limit issues ? Recovery periods ? IRC §179 issues ? Business Interest restrictions ? Business Entertainment issues ? Net Operating Loss issues ? Business Credit issues ? Pass-Through Business tax rates ? Corporate Tax Rates ? Exempt Organizations ? IRS Administration issues ? International issues ? Repatriation issue; * Examination of a client's current plan * Understanding the problems facing a client due to the changing legislation * Understanding how to find new pathways for a client's tax, financial, and estate plan * Specific techniques based on the Act
Who Should Attend
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Course Level Intermediate
Prerequisites Basic understanding of estate and financial planning fundamentals
Discussion LeaderShelli Huston, Werner Rocca
CPE Credit8 Hours
Additional Information: Parking and lunch are provided on-site.
Fee: $250 - Society Member
$280 - Society Nonmember
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635 S. 14TH ST. SUITE 330
(402) 476-8482
(800) 642-6178
(402) 476-8731