Navigate the Tax Cuts and Jobs Act: Law and Planning Issues

Event Information
Product Format
Prerecorded Event
480 minutes
Product Description

Help Clients Anticipate and Plan for New-Tax-Law Realities


As a tax professional, you’re often caught in a dilemma: Your client does not view you as a tax planner but as a compliance specialist who prepares tax returns. In other words, you’re typically addressing a client’s financial past. Thanks to the Tax Cuts and Jobs Act of 2017, you need to be helping clients understand the future—the positive and negative effects of the new law—before it’s too late to implement a smart planning strategy.

Reinvent yourself and the services you can provide to clients with help from tax expert Arthur Joseph Werner. In this in-depth two-day webinar, Werner will review and unravel the complexities of the new legislation and teach you how to advise a client, well prior to tax season, to adjust to the Act.  You’ll learn new tax rates, deduction changes, sunset provisions, and alimony details—as well as issues affecting everything from fringe benefits to estate and gift taxes.

This course will cover the various opportunities available to clients in the areas of individual tax planning, business tax planning, estate planning, financial planning, asset protection planning, and retirement planning.  At the end of this eight-hour presentation, you’ll be very comfortable with your ability to give total integrated planning advice to their clients.

Session Highlights

Here is just a taste of what these sessions will cover:

  • A full review of the Tax Cuts and Jobs Act of 2017
  • How the Act affects the Affordable Care Act, tax rates, standard and itemized deductions, tax credits, children’s issues, education, alimony, health savings accounts, fringe benefits, and retirement plans
  • How the Act affects estate and gift taxes, home sales exclusions, private activity bonds, the alternative minimum tax, business expenses, and luxury automobile taxes
  • Limit issues, recovery periods, IRC §179 issues, business interest restrictions, business entertainment deductions, net operating loss, and business credits
  • Changes to pass-through business tax rates and corporate tax rates
  • How the law will handle exempt organizations, IRS administration, international, issues, and repatriation
  • How to examine your client’s current plan
  • Common problems clients may face due to changes in the tax law
  • How to find new paths for a client’s tax, financial, and estate plan
  • Techniques to employ based on changes in the law

NASBA & IRS Category of Study: Taxes

Level: Intermediate

Who Should Attend

  • Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Other Tax Preparers
  • Attorneys
  • Financial Planners
  • Insurance Agents
  • Bankers
  • Finance and Accounting Professionals
  • Personnel in Accounting and Taxation Firms
  • Personnel in law firms dealing with tax issues
  • Small Business Owners
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About Our Speaker

Arthur Werner

Arthur Joseph Werner, JD, MS (Taxation), received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School. His lecture topic specialties extensively include the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants, Enrolled Agents, Attorneys, Insurance Agents, and Financial Planners, and has presented well in excess of...   More Info
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