About the course
The Tax Cuts and Jobs Act of 2017 included the most radical changes in tax law in a generation. This course will identify the major changes and examine their impact on a broad range of financial planning strategies, including the purchase of a personal residence and other investment real estate, the financing of education, saving for retirement, estate planning, charitable giving, and minimizing the alternative minimum tax. A few simple steps in each of these areas might save a taxpayer thousands of tax dollars. The course goes beyond introductory financial planning courses to look at more complex tax-savings techniques. We also will cover details of the SECURE and CARES Acts. By the end of the course, you will have the tools necessary to estimate your 2020 tax bill, and you will be able to fold knowledge of the new law into your personal financial strategy. “It’s not how much you make that counts; it’s what you keep!”
Christopher Canellos, Senior Advisor, Stanford Financial Management Services Christopher Canellos has been a certified public accountant for more than four decades. He is a recipient of the Walter J. Gores Award for Excellence in Teaching and was a lecturer at the Stanford Graduate School of Bus...
Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.
We are happy to help you find a suitable online alternative.