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Thursday, January 25, 2018 Live

Getting to the Heart of Tax Reform: Individual Income Tax Changes and Planning Strategies (E1801412)

8:30 AM - 12:00 PM EST

Registration: 8:00 AM EST

APA Hotel Woodbridge

120 Wood Avenue South
Iselin , NJ 08830

4 CPE Credits in TX

OVERVIEW

The monumental passing of the Tax Cuts and Jobs Act results in historic tax reform impacting nearly every American. This CPE course provides a comprehensive overview of the changes impacting individuals and families as well as critical financial planning considerations and strategies.

DESIGNED FOR

CPAs, tax professionals, financial planners and other qualified professionals with basic knowledge.

BENEFITS

  • 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

HIGHLIGHTS

  • Overview of tax reform’s impact on individuals and small businesses
  • Overview of tax reform’s impact on estate and trusts
  • Estate, gift and GST planning considerations and strategies
  • Tax planning after tax reform

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • This course does not qualify for the AICPA discount.
  • INSTRUCTOR

    Douglas Stives

    Douglas P. Stives, CPA, MBA

    Specialist Professor

    Monmouth University

    Douglas (Doug) Stives, CPA, M.B.A. is a full-time professor of accounting at Monmouth University in West Long Branch, New Jersey, where he joined the faculty in 2006. Doug was honored as Monmouth’s Outstanding Business Professor of the Year in 2009 and 2016 and was awarded an Outstanding Educator award in 2021 by the New Jersey Society of CPAs. He graduated from Lehigh University with a B.S. in 1968 and an MBA in 1969. Doug started his career at PricewaterhouseCoopers in 1969 and later joined a small CPA firm that became The Curchin Group, located in Red Bank, New Jersey, where he was a partner for 34 years and continues as a consultant. In 1989 and 1990, Doug was the youngest president of the New Jersey Society of CPAs. He served the AICPA as a representative to Council, a member of the Tax Division Executive Committee, and chair of several committees. Doug is a frequent speaker for many state CPA societies. He’s been quoted in the New York Times, the Wall Street Journal, Forbes, and other national publications and has appeared on CNN, CNBC, PBS, NBC, Fox, CBS, ABC, and several cable networks. Doug remains active with his college fraternity, the Kappa Alpha Society, where he served as national president for several years. He also served on many charity boards and was chairman of the Community YMCA in Red Bank, New Jersey. Doug enjoys competitive sailing and downhill skiing.

    PRICING

    $189.00 - Member

    $239.00 - Nonmember

    Pre-Registration Closed

    Online pre-registration for this event is now closed.

    ADDITIONAL OPTIONS

    Print a registration form

    COURSE DEVELOPER

    AICPA/NJCPA