Tax Reform: High Net Worth Individuals

Tax Reform: High Net Worth Individuals The Tax Cuts and Jobs Act of 2017 (TCJA) directly affects high net worth individuals, their investment entities, and family offices. This course addresses the impact of the TCJA and its likelihood to spur gift planning, increase the use of trusts, give rise to new compensation arrangements, and even increase the consideration of conversion from an individual status to corporate formation.

Course Info:

  • Course #: 3255C
  • Delivery: Self-Study
  • CPE Hours: 4
  • Course Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • NASBA Area of Study: Taxes
  • Total Pages: 99
  • Questions: 20

EA Program Approval Number: XE26W-T-00339-22-S
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Course Objectives

Table of Contents

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