How will the Tax Cuts Jobs Act (TCJA) positively or negatively affect your clients? More importantly, how can the financial planning profession take advantage of the recent changes to the Federal tax code, and help clients capitalize on the opportunities that add to their bottom line? Learn the answers to these questions and find out how to leverage the TCJA into favorable planning outcomes.

In our first session Attorney Grady Williams, Jr., will discuss:

• Planning considerations as a result of the doubling of the estate and gift tax
• Meaning of the permanent reduction to corporate tax rates and whether or not more businesses will transition to C corps
• Navigating the pass through income opportunity from Partnerships, S-Corps, and Sole Proprietorships
• Trusts, estates, kiddie tax, SALT, and much more

Ask the CPA
Do you have a burning tax question on your mind that you just can't seem to get answered? University of North Florida's very own Jeffrey Gottlieb, CPA will be fielding questions.

We wrap up the program with two (2) case studies showcasing how financial professionals can apply the latest tax planning concepts towards helping enhance their clients lives.

Continuing Education
This program has been accepted for two (2) hours of continuing education by CFP Board, The American College (PACE). 2 units for RFCs.

RSVP by using one of the options at the bottom of this page so we can have a table big enough for this discussion.