Sophisticated Tax Planning for Your Wealthy Clients 2018

SOP1801 - Welcome and Introductions & Individual Tax Update

Nov 29, 2018 8:00am ‐ Nov 29, 2018 9:25am


This session will provide an overview of the individual tax provisions of the TCJA and associated regulatory guidance issued in 2018. In addition, the session will also cover (a) non-TCJA developments in individual tax over the last 12 months and (b) trends in IRS audit activity.

  • Analyze the provisions of TCJA (and associated regulatory guidance) with a focus on individuals that will enable participates to adequately advise their individual clients on 2018 year end planning as well as preparing for the spring 2019 tax filing season.
  • Recognize and apply the non-TCJA developments and trends in IRS audit activity to client situations.


  • David H. Kirk, CPA/PFS, J.D., LL.M (Taxation), National Tax Partner, Ernst & Young LLP

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