Insights: Webinar

Business Trends - Tax Reform - Top 10 Considerations for Individuals

Course Description
It's been over a year since the largest tax reform bill in 30 years was passed by Congress and signed into law by the President. Are you prepared for the individual impact of the Tax Cuts and Jobs Act…especially as we head into the 2018 tax filing season? This session will outline key considerations for individuals regarding tax reform.

Learning Objectives:

- Discuss the current state of tax reform
- Identify individual impacts and opportunities
- Outline available and lost deductions and improvements
- Review possible action steps .

Joe Kristan, CPA, Partner
Joe works primarily with closely held businesses to help clients succeed by finding a tax-friendly path to their goals. He frequently presents tax updates and authors articles, and is well-versed in tax reform legislation. Joe is a Certified Public Accountant, as well as a member of the AICPA Tax Section and the Iowa Society of Public Accountants.

Ava Archibald, EA, Principal
Ava has more than 25 years of experience providing estate, gift and fiduciary compliance and tax planning services. She is able to provide transition planning with clarity and offer an individualized approach to your estate planning needs and questions. She is a regular presenter and facilitator in the areas of fiduciary tax, estate tax and wealth transition opportunities.

CPE Information
CPE Credits: 1
Field of Study: Taxes
Level of Knowledge: Basic
Delivery Method: Web-Based Group Session

Additional Information:
These are web-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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