Webcast: How Tax Reform Changes Planning for Individuals

April 25, 2018

Recording | Presentation material

With tax serving as the gateway to financial planning, building the future of the CPA profession is important now more than ever. CPAs in tax have begun offering tax and planning services that more completely addresses their individual clients’ needs. This has led to an exciting time for the profession, promising both more opportunity for practitioners and better service for individual clients. In this session, you will learn how the 2017 Tax Cuts and Jobs Act changes the landscape of planning for individuals, business owners, and estates, gifts and trusts.