Tax Reform: Individual Income Tax Changes & Planning Strategies [CL4IND]

Feb 9, 2018
Time: 8:30am - 12:00pm



Credit Hours:



Member: $150.00
Non-member: $225.00

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Discussion Leader:

William F. (Bill) Taylor, CPA    more info

William (Bill) F. Taylor is president of Benefit Solutions, Ltd., a benefit consulting firm, and a CPA in private practice. Since retiring as Community Bank President of Renasant Bank in Water Valley, MS, he has served as an adjunct assistant professor in the MBA program at the University of Mississippi. Bill has worked in the employee benefit and investment fields for over 20 years, beginning his career as the Employee Benefits Coordinator in the Jackson, MS, office of KPMG Peat Marwick and managing his own firm since 1999. A nationally known consultant and speaker, Bill has conducted seminars for the American Society of Pension Professionals and Actuaries, more than 40 state CPA and Bar associations, and other organizations. He was the recipient of the James L. McCoy Excellence in Education award for 2015 and awarded the Outstanding Discussion Leader award for 2014 and 2016. Bill is the author of Taxation of Employee Benefits Volume I and Volume II, and his articles have appeared in numerous publications.

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Website registration for this course closes on February 2, 2018. To register after this date please contact the society at or 907-562-4334.

Full Description

Getting to the Heart of Tax Reform: Individual Income Tax Changes and Planning Strategies (CL4IND)

February 9, 2018 / Morning Session

Fireweed Conference Center
725 E. Fireweed Lane
Anchorage, AK

For registrations received less than 21 days from the course date will be charged a late fee of $50 for each 8 hour course and $25 for each 4 hour course and $12.50 for each 2 hour course.

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.

Major Topics:
- Overview of tax reforms impact on individuals and small businesses
- Overview of tax reforms impact on estate and trusts
- Estate, gift and GST planning considerations and strategies
- Tax planning after tax reform

Learning Objectives:
Upon completion of the course, participants 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.

Designed For: CPAs, tax professionals, financial planners and other qualified professionals with basic knowledge.

Level of Knowledge: Basic

CPE Credits: 4, Taxation

Prerequisite: None

Acronym: CL4IND

Discussion Leader: William F. (Bill) Taylor, CPA