Client Strategies after the Tax Cuts and Jobs Act of 2017

Includes a Live Event on 09/25/2018 at 2:00 PM (EDT)

The Tax Cuts and Jobs Act greatly affects the business world and individual taxpayers. There are now significant planning opportunities in using the new qualified business income deduction. There are also important business tax changes in regards to depreciation, business deductions, like-kind exchanges, and AMT.  Individual taxpayers are affected by changes to tax rates, exemptions, deductions and tax credits. The new law also impacts individuals who are homeowners in high-tax states, are divorced, have dependents, have IRAs, and for those subject to AMT. This webinar will describe the major changes due to the new law and provide strategies for taking advantage of the changes.

Learning Objectives

  • Identify important business tax law changes due to the Tax Cuts and Jobs Act of 2017
  • Describe the new qualified business income deduction and explain tax strategies that can be used to take advantage of the QBID
  • Identify changes affecting individual taxpayers due to the Tax Cuts and Jobs Act
  • Explain strategies for lowering tax liability based on the changes found in the new tax law

Eric A. Smith, CFP, CLU, ChFC, CRPC, ATP

IRS CE: 2 Hours/Federal Tax Law
NASBA CE: 2 Hours/Taxes

NSA ConnectED Webinar Series 
Program Level: Basic
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Internet Based

No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

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The National Society of Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmaket.org.

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NSA has been approved by the California Tax Education Council to offer the above courses to go towards the annual "continuing education" requirement imposed by the state of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone at (877) 850-2832, or on the Internet at www.ctec.com.

Order 4 or more webinars in one order save 20%! Click "Add More Webinars" and when you have at least 4 webinars in your cart, 20% will be taken off at the final step of checkout when you click "Next".

Eric Smith

CFP, CLU, ChFC, CRPC, ATP

Eric Smith is a CERTIFIED FINANCIAL PLANNERTM, CHARTERED LIFE UNDERWRITERTM, CHARTERED FINANCIAL CONSULTANTTM, CHARTERED RETIREMENT PLANNING COUNSELORTM , ACCREDITED TAX PREPARERTM, AND REGISTERED TAX PREPARERTM.  He is the owner of Eric Smith Financial Services in Miramar, Florida. His firm provides investments, life and health insurance, income tax preparation and planning, retirement planning, and estate planning. He was previously a financial planner for Barry Financial Group in Boca Raton, Florida and a municipal bond specialist and insurance coordinator for Halpert & Company in Hallandale, Florida.