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 .

Presenters:
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.

CPE Sponsors

Latest Insights

December 11, 2018
Article
Long-term employees sometimes don’t offer the security you think they do.
December 11, 2018
Video
This video outlines key considerations for businesses as they work to comply with the new sales and use tax rules.
December 10, 2018
Article
For most of November, the stock market was plagued by the same skepticism evident in October: the sense that corporate profits were declining and economic growth was slowing.
December 7, 2018
Article
Just what is “comprehensive wealth planning?” As you invest and save for retirement, you will no doubt hear or read about it – but what does that phrase really mean? Just what does comprehensive wealth planning entail, and why do knowledgeable…
December 6, 2018
Article
Paying off a major debt produces a sense of relief. You can celebrate a financial milestone; you can “pay yourself first” to greater degree and direct more money toward your dreams and your financial future rather than your creditors.
December 3, 2018
Article
Flexibility is certainly an aspect of forensic accounting, but in ways many people and organizations overlook or perhaps are just unfamiliar with.
Find A Location