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Web Events

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

DeliveryType:  Audio Webcast
    Select Date & Time:
  • $189.00-$239.00
    Getting to the Heart of Tax Reform: Individual Income Tax Changes and Planning Strategies 01:00 pm - 05:00 pm ET Product #: WC1639236
    Add to Calendar 06/14/2018 13:00:00 06/14/2018 17:00:00 America/New_York AICPA Webcast: Getting to the Heart of Tax Reform: Individual Income Tax Changes and Planning Strategies
    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.
    Register at http://www.aicpastore.com/*//PRD~PC-WC1555107/PC-WC1555107.jsp AICPA noreply@aicpastore.com false MM/DD/YYYY AICPA WebEvent aiEQlNoFjzFNtMgVwmLn20911
    AICPA Member: $189.00
    Non-Member: $239.00
  • $189.00-$239.00
    Getting to the Heart of Tax Reform: Individual Income Tax Changes and Planning Strategies 01:00 pm - 05:00 pm ET Product #: WC1639299
    Add to Calendar 06/25/2018 13:00:00 06/25/2018 17:00:00 America/New_York AICPA Webcast: Getting to the Heart of Tax Reform: Individual Income Tax Changes and Planning Strategies
    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.
    Register at http://www.aicpastore.com/*//PRD~PC-WC1555107/PC-WC1555107.jsp AICPA noreply@aicpastore.com false MM/DD/YYYY AICPA WebEvent aiEQlNoFjzFNtMgVwmLn20911
    AICPA Member: $189.00
    Non-Member: $239.00

The monumental passing of the Tax Cuts and Jobs Act results in historic tax reform impacting nearly every American. This webcast 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 webcast, 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.
  • 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

Who Should Attend This Event

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

Important Information on Your CPE Credit

Discounts

Group Viewing Option

Gather the team together and attend this webcast as a group. Each attendee will earn CPE Credit. Enter the number of attendees in the quantity box above.

Number of Attendees Non-Member Member

1 - 4

$239.00 $189.00

5 - 9

$215.10 $170.10

10 - 20

$203.15 $160.65

21 +

$191.20 $151.20

Speaker Bio

Robert S. Keebler, CPA, MST, AEP (Distinguished)
Keebler & Associates, LLP

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.

System Requirements