There are always legislative or judicial changes to the tax laws, and keeping abreast of these changes can be beneficial to both clients and planners. This session will focus on recent changes to the income tax laws and explore planning opportunities that may arise from these changes.
LO: Identify changes in the income tax laws, and the planning opportunities those changes may allow.
Michael B. Cates, MS, CFP® joined the College in 1986, and is the professor for the Income Tax Planning course of the CFP Certification Professional Education Program. He received his CFP® certification in 1995, and completed the College's Master of Science degree program in 1997. Mike is also the lead professor for the introductory Income Tax Planning course in the College's master's program. In addition to his responsibilities at the College, Mike also maintains a tax planning and preparation firm in Aurora, Colorado. You can reach Mike at firstname.lastname@example.org email@example.com