The Tax Cuts and Jobs Act of 2017

A Look at the New Tax Law and Its Impact on Your Clients’ Bottom Line

RPP

TCJA 2017: A Look at the New Tax Law and Its Impact on Your Clients’ Bottom Line

Speaker(s): RPP Business Development Officer or MWA Tax Professional

Est. Presentation Time: One Hour

The Tax Cuts and Jobs Act of 2017 (TCJA) had far-reaching implications for individuals, families and businesses. In this presentation, we walk through how TCJA’s changes may impact a client’s financial future. It is intended to be a discussion of the areas that are most affected by TCJA, including:

Investments
Housing debt
State and local taxes
Medical expenses
Child tax/529/kiddie tax
Alimony/marriage payments
Estate and gift tax

Please CLICK HERE for instructions on how to submit your event for 1 hour CE credit.
CFP Program ID: 259104

Please fill out the Event Request Form and email to [email protected].

Approved Materials

We have several resources available for order that can help streamline the process.
Please let us know if you would like additional materials not listed below.