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Sophisticated Tax Planning for Your Wealthy Clients 2018

SOP1801 - Welcome and Introductions & Individual Tax Update

‐ Nov 29, 2018 9:25am

Standard: $ 49.00

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.


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