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CPE Self-Study

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

  • $89.00-$109.00
    Getting to the Heart of Tax Reform: Individual Tax and Estate Planning Strategies Availability : Online Access Product #: 166350
    AICPA Member: $89.00
    Non-Member: $109.00
  • Contact Sales
    Contact a representative for group pricing. 800.634.6780 (Option 1) | Contact Us Product #: GT-CL4RIND

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.

Learning Objectives

When you complete this course, you 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.

Key Topics

  • 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

Who Will Benefit?

  • CPAs, tax professionals, financial planners and other qualified professionals

Enhanced On-Demand Format

This enhanced on-demand format incorporates interactive exercises and/or knowledge check questions to test the learner's understanding of key concepts shared through discussion points on slides and from the subject matter expert captured in the video recording.

System Requirements

About the Authors

Robert S. Keebler, CPA/PFS, MST, AEP

Robert S. Keebler, CPA, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has 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 clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 150 favorable private letter rulings including several key rulings of "first impression". He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. The latest book Robert has co-authored, 2012 Estate Planning - Tax Planning Steps to Take Now, is now available in both electronic and paper back format. Mr. Keebler has recently been quoted in the New York Times in an article titled: "The 1040 Blues" where he provided insight on capital gains tax.

About the Publisher

American Institute of CPAs

The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with more than 418,000 members in 143 countries, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.

The AICPA sets ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, and offers specialized credentials for qualified professionals who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. With The Chartered Institute of Management Accountants (CIMA), it offers the Chartered Global Management Accountant (CGMA) designation, which sets the global benchmark for quality and recognition in management accounting.

The AICPA and CIMA also make up the Association of International Certified Professional Accountants (the Association), which represents public and management accounting globally, advocating on behalf the public interest and advancing the quality, competency and employability of CPAs, CGMAs and other accounting and finance professionals worldwide.

The AICPA maintains offices in New York, Washington, DC, Durham, NC, and Ewing, NJ.