CPAsNET: Tax Reform Update - Individuals and Sole Proprietors (CL4IND)

Course Description Schedule
 

Course Overview

The course price reflects the Association discount - no other discounts apply.

Delivery Format: Internet based virtual platform. Attendees should have a computer equipped with a camera to fully participate in the sessions. CPE will be issued by the AICPA.
Course Date and Time: Nov 29, 2018, 12:00 pm – 3:45 pm Eastern
Product #: CL4IND
Fee: $159.20 The fee reflects CPAsNET’s partner discount with the AICPA.

A minimum of ten (10) participants are required to hold this program.
Cancellation policy:If you need to cancel, please contact salessupport@aicpa.org Cancellations received by Nov 14 will receive a full refund. Cancellations received after this date will receive a credit with the AICPA equal to half of the registration fee.

Instructor: ANDREW F. BLUM, J.D., LL.M., CPA, Attorney, Stuart, Florida

Andrew is currently working as an independent attorney, CPA and speaker on estate, tax, retirement and financial planning.

Before working on his own, Andrew worked as a financial advisor with two major wire houses. He developed financial, retirement and estate plans, and implemented those plans.

From 1989 until his retirement in 2011 at the rank of Commander, Andrew was a JAG Corps attorney with the US Navy Reserves. His diverse legal work included military justice prosecution, military disability law, international law, health care law, environmental law, tax law, estate planning and he developed & implemented the Navy Electronic Tax Filing Program. Of his 22 years with the Navy he served 4 times on active duty totaling 12 years.

From 2004 to 2011, he was a trial attorney for the State of Florida in various capacities and agencies when not on active duty.

He was in private law practice from 1996-2000 in Pinellas County, FL concentrating in estate planning and compliance, tax planning and compliance, pension and small business law. He also was in private law practice in Broward County, FL from 1987 to 1989 also concentrating in estate planning and compliance, tax planning and compliance, pension and small business law.

Prior to attending law school he worked in the audit and tax departments of Coopers & Lybrand in their Fort Lauderdale office.

Andrew received his J.D from Nova Southeastern University and an LL.M in Taxation from the University of Miami. He also has his B.B.A. from the University of Miami.

The monumental passing of the Tax Cuts and Jobs Act (TCJA) is resulting in historic tax reform that impacts nearly every American. Major changes are now affecting individuals and families.
This virtual course provides a comprehensive overview of these changes and critical financial planning considerations and strategies. We will help you stay up to date on all the tax reform changes.

Course Objectives

When you complete this course, you will be able to:

  • Identify individual income tax changes.
  • Identify planning considerations for individuals.
  • Recognize ways to advise clients on the impact of tax reform changes.
  • Identify changes to estate planning and administration post tax reform.
  • Analyze tax planning strategies after tax reform.
Online Training
Modality: V
 
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This is an Instructor-Led Classroom course
This green checkmark in the Upcoming Schedule below indicates that this session is Guaranteed to Run.
This is an Instructor-Led Online (ILO) course. These sessions are conducted via WebEx in a VoIP environment and require an Internet Connection and headset with microphone connected to your computer or laptop.
United States
Nov 29, 2018 Guaranteed to Run Online Training 12:00 US/Eastern Enroll