CPE Webinar

Tax Reform for Individual Taxpayers, Trusts, and Estates

February 6, 2018

Key Topics

The Tax Cuts and Jobs Act (“TCJA”) makes significant changes to the way individuals are taxed. Individual taxpayers will experience new rates, changes to deductions and credits, repealed exemptions, loss disallowance, expense limitations and more complicated reporting for pass-through income.

Our team of specialists will walk through the impacts of the new law to individuals with moderate to high annual incomes. We will also address the new law changes for trusts and estates.

There will be an emphasis on planning for 2018 taxes since first quarter estimated tax payments are just a few months away.

Learning Objectives

Participants will be able to:

  • Gain a basic understanding of the new tax rates for individuals, trusts and estates
  • Apply new deductions and new limitations to taxable income
  • Evaluate potential income and tax for 2018
  • Talk about other provisions of the TCJA that impact you and your family


  • Mike Kirkman, CPA | Partner and National Leader, Estate, Gift and Trust Services | Cherry Bekaert LLP
  • Steve Danner, CPA | Partner, Private Client Tax Services | Cherry Bekaert LLP
  • Sam Saunders, JD, CPA | Manager, Estate, Gift and Trust Services | Cherry Bekaert LLP

CPE Accreditation

Prerequisites | None
Advanced Preparation | None
Recommended Hours of CPE | 1 Hour*
Delivery Method | Webinar
Program Level | Basic
CPE Category | Taxes

CPE Sponsors Logo*Cherry Bekaert is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website. | www.learningmarket.org

Cherry Bekaert Continuing Professional Education: Statement of Administrative Policies

Complaint Resolution Policy

Cherry Bekaert will make every effort to provide the best training courses possible. In the event participants are not completely satisfied with the training course and wish to file a complaint, please contact Cate Miller at cate.miller@cbh.com or 704.940.2661 within 10 business days of the event. Information about the course such as date, location, instructor and nature of complaint must be provided. Complaints may also be made in writing to Cherry Bekaert LLP, 6806 Paragon Place, Suite 310, Richmond, VA 23230, ATTN: Cate Miller

Record Retention Policy

Cherry Bekaert will retain all Continuing Professional Education (CPE) documents for five years from training course date. These records will include:

  • Course outline
  • Course content and handouts
  • Sign in sheets
  • Dates and locations of training courses
  • Instructor credentials
  • Course evaluations
  • CPE certificates stating amount of recommended CPE credit

Refund and Cancellation Policy

Cherry Bekaert reserves the right to cancel or reschedule any training courses up to 10 business days prior to the date of the event. Full refunds will be provided to registered course participants if the course is canceled or if participants are unable to attend the rescheduled event.

Participants who must cancel their course registration 10 or more business days in advance of the event must contact Cate Miller to receive a full refund of all fees paid. Participants who must cancel their registration within 10 business days of the event, will not receive a refund.