Tuesday, July 22 | 8:00 a.m. - 9:40 a.m. | Concurrent Session
Wednesday, July 23 | 8:00 a.m. - 9:40 a.m. | Concurrent Session
Planning the Eulogy of TCJA
2 CPE for AFSP, EA, CFP®, CPA, CRTP
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With the clock ticking on the Tax Cuts and Jobs Act (TCJA), are you prepared to advise clients on potential extensions or sunsets? This course provides a detailed review of the TCJA, exploring its critical components and what happens when they possibly expire. Learn to identify tax planning strategies that address the needs of most taxpayers and develop effective communication techniques to collaborate with clients and their financial advisors. This course will equip you to navigate the uncertainty and provide proactive advice in a shifting tax landscape.
Objectives
Upon completion of this session, you will be able to:
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Discuss the contents of TCJA
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Identify potential planning components that will affect the majority of taxpayers
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Develop communication tools with taxpayers as well as their financial advisors
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CPE information
Duration: 100 minutes
Course level: Intermediate
Prerequisite: Basic understanding of federal income tax
Advanced preparation: None
Delivery method: Group Live
