Income Tax Update as of 1/2018

Date: Tuesday, January 9, 2018
Time: 11:30am - 1:00pm
Location: FATE Brewery, Boulder
Speaker: Victoria J. Marschner, CPA

Sponsored by Longmont Community Foundation / Eric Hozempa

Course Description: To educate estate planners on the current Federal Tax Law.  Ms Marschner will discuss the tax law that has been passed as of the presentation date.  The talk will focus mainly on Individual tax but will include pertinent additional highlights of S Corporation, Partnership and Trust Tax Law.  In addition, new cases, rulings and stories will be presented.  She will provide examples in practice and discuss how the changes will affect filing and planning for individuals.

Learning Objective:  The purpose of the presentation is to educate estate planners regarding the current tax law whenever it goes into effect for 2017 and 2018, with insights into specific examples of changes that affect individual tax situations.

For CPAs:  Learning Objective - see above; designed for CPAs, attorneys, financial planners, ChFCs, and others practicing in the estate planning field; pre-requisites - none; program level- advanced; advance preparation: none; delivery method: lecture/group study; recommended credit: 1 hour; field of study:  Tax

CFP and CLE credit applied for, CFP approved; CPA credit available.  No CLU/insurance credit available.

Special thanks to our annual dinner sponsor, Investors Independent Trust Company (Herb McPherson, Beth Brandt, Wade Brantley, Roxann Deutch, Mimi Goodman, and Jan Smith).


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