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Tax Reform Series - General Individual and Estate Planning Implications

Course Description:
Congress has passed the largest and most comprehensive tax reform legislation in the past 30 years. Businesses and individuals alike are trying to figure out the tax implications and what this means for them in their current situation and moving forward. Many are asking for the basics of what's included in tax reform – what can I do now to save money, what deductions should I take advantage of, what strategies do I need to consider in the future and what am I not considering, that I should be. Our upcoming webinar series aims to arm you with the information and resources to navigate the new tax world.

Join us for one or all of our Tax Reform Update webinars. During these updates we will explore the key provisions, effective dates, how the current plan impacts you, and possible action items and next steps.

Learning Objectives:

• Review changes in available deductions
• Outline AMT considerations
• Identify possible action items
• Review changes in estate planning considerations

Presenters: Ramona Johnson, Ava Archibald and Joe Kristan
Ramona K. Johnson, CPA, Partner & Ava Archibald, EA, Principal

Ramona and Ava each have more than 26 years of experience in providing estate, gift and fiduciary compliance, and tax planning services with a special emphasis in wealth transfer and estate planning. They are the co-directors of Eide Bailly's Wealth Transition Services Group and assist clients with the development of their estate plan. In assisting our clients they review our client's goals and provide planning with clarity, offering specific solutions for a plan structured to reduce potential estate tax liabilities. They also assist clients in developing lifetime gifting strategies such as the use of GRATs, charitable trusts, family partnership and sales to grantor trusts. Both individuals are presenters/facilitators in the areas of estate, gift and fiduciary tax and wealth transition opportunities.

Joe Kristan, CPA, Partner
Joe has been a tax practitioner since 1984. He works primarily with closely held businesses and serves the agriculture, distribution and manufacturing industries. Joe's extensive writing and teaching experience make him an effective communicator and advisor. He has authored pieces for the Tax Adviser, The Iowa Society of Certified Public Accountants newsletter, the Des Moines Register and the Des Moines Business Record, and he frequently gives both internal and external presentations related to tax reform.

CPE Information
CPE Hours: 1 Hour
CPE Category: Taxes

Additional Information:
These are live-group seminars. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Jason McKeever at 701.476.8773.

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