Getting to the Heart of Tax Reform: Individual Income Tax Changes & Planning Strategies

  • Date/Time
    • May 9, 2018
    • Sign In: 7:45am (Mountain Time)
    • Program: 8:00am - 11:30am (Mountain Time)
    • Add to Calendar
  • Location
    • Your Computer
  • Credits
    • 4.00
  • Credit Type(s)
    • Taxation (4.00)
  • Prerequisites
      • None
  • Vendor
    • AICPA
  • Level
    • Update
  • Fields of Study
    • Taxation
  • Message
    • Webinar - Viewing From Computer


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.


  • 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.


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

Advanced Prep

  • Download PDF manual - view your upcoming events in "My CPE" on website
We strongly encourage you to run these test WELL in advance of your webinar The Meeting Connection Diagnostic will test your computer for the supported version of the Flash player, a clear connection to Adobe Acrobat Connect, bandwidth availability, and the latest version of the Adobe Acrobat Connect add-in. ISCPA has created a test meeting room  and we encourage you to test your computer now
    • Minimum System Requirements
      • A PC or Mac (Windows XP or later; Mac OS 10.x)
      • A strong internet connection - dial up will NOT work
      • Speakers
      • Adobe Flash Player version 9 or higher
    • If you experience buffering:
      • Disable your pop-up blockers
      • Close programs you are running simultaneously that might compete for bandwidth

Register Now


Brian Greenstein

Brian R. Greenstein, Ph.D., is an accounting professor at the Lerner College of Business and Economics at the University of Delaware. Previously he served as the Director of Graduate Tax Programs and Chair of the Department of Accounting and Taxation at Seton Hall University. Dr. Greenstein started his career with an international CPA firm and currently maintains an active consulting practice. Dr. Greenstein has presented hundreds of live seminars on various tax and financial planning topics for State CPA societies, private accounting firms, and the Internal Revenue Service. He has also written numerous articles appearing in national publications such as the Journal of Taxation, The Tax Advisor, the CPA Journal, the Journal of Corporate Taxation, Taxes -- The Tax Magazine, Taxation for Lawyers, and the Review of Taxation of Individuals. His research has been quoted by the Supreme Court of the United States in Indopco v. Commissioner, and he actively contributes to the regulatory standard-setting process.

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