Tax, Financial and Estate Planning Strategies Under the New Administration (SMTX34)

Tuesday, June 20, 2017 | 8:30 AM - 4:00 PM (Registration at 8:00 AM) EST | South Carolina Association of CPAs, Cayce


Anthony Rocca


It is clear that the Internal Revenue Code will be drastically changed by Congress regardless of whether Hillary Clinton or Donald Trump wins the 2016 Presidential election. How the Internal Revenue Code will change is currently "up in the air" as both candidates have proposed very different ideas. As the Internal Revenue Code goes through changes, tax planning, financial planning, and estate planning techniques and strategies will need to be changed. In this course, the participant will learn how either proposed or actual legislative changes will affect these planning areas. Special planning circumstances (for example, single-parent issues) will be discussed within this context. This novel course is one that practitioners cannot afford to miss if they provide planning services to clients.


To provide practitioners with an understanding of how proposed and/or actual changes to the Internal Revenue Code will affect the tax planning, financial planning, and estate planning techniques of their clients. To provide practitioners with ideas as to how to create and/or update their client's tax, financial, and estate plans due as a result of the new administration's proposals.


Early Bird Registration: $249 SCACPA Members (by 5/30/2017)
Standard Registration: $274 SCACPA Members, $374 Non-Members
Firm Discount: ($15)
Reciprocal Discount: ($100)
Bundle and Save Discount: ($20)

Major Topics

Review of proposed and/or actual legislation

  • Examination of a client's current plan
  • Understanding the problems facing a client due to the changing legislation
  • Understanding how to find new pathways for a client's tax, financial and estate plan
  • Specific techniques based on the proposed and/or new law


    Course Code:

    8.00 Taxation

    Field of Study:

    Werner-Rocca Seminars, Ltd.

    Course Type:


    Basic understanding of estate and financial planning fundamentals

    Advanced Preparation:


    1300 12th Street, Suite D, Cayce, SC, 29033