2.0 CPE This course provided a quick review of the entire Tax Cuts and Jobs Act Bill (H.R.1.). This course will also provide a summary description of all provisions referenced in this section of the Tax Cuts and Jobs Act and will identify the provisions that were changed in the individual tax reform section.
Learning Objectives
- Identify and review the individual tax reform provisions and identify which sections changed, and which provisions were not changed, with the implementation of the Tax Cuts and Jobs Act.
- Recognize the tax rate changes for the four types of individual taxpayers.
- Recognize the new standard deduction amounts for the four types of individual taxpayers.
- Identify the effective date for all individual tax provisions in the Tax Cuts and Jobs Act.
Last updated/reviewed: July 25, 2024
33 Reviews (152 ratings)
Reviews
Devery Adair
(CFO at PLI Industries LLC)
This was a very comprehensive overview. It covered a lot of topics in a short period of time. I appreciate the comprehensiveness. Would break it up into more than one presentation to allow more in depth coverage like adding scenarios. Comparison charts or examples to visualize the effect of tax law changes.
Kevin Metcalf
( at Delta Flight Museum)
Hollywood review = the book was better than the movie. That is unless you prefer to have someone read tax tables to you as well as excerpts of IRS code. It also includes a lot of coverage of provisions that it details as not part of the act so I am not sure why we are devoting the time to things that didn't happen.
Anonymous
()
A lot of information and well organized. However, the presenter read a lot of material that was not included in the course / slides. This information would have been helpful to include in the slides for reference. Hard to remember details told to you verbally in a 2 hour course.
Anonymous
()
too much time spent going into details on the tax tables. time spent on provisions not included seemed like they should have been based on time spent. Cleaner to say there were proposals of x that didnt make the bill and focus in detail only on those that matter
Anonymous
(Financial Advisor)
Good course. I gleaned some learning. I wish he didn’t read all of the numbers from the tables. That had no value except to make the training longer and maybe earn more CPE. I would rather he say, “look at the table. Did you notice X?”
Nissa Savage
(CEO at SAVAGE ACCOUNTING INC)
This is a good overall reminder on many topics that are relevant to 2022 rules. I definitely knew much of it, but appreciated the reminder on some of the less common items. Also knowing what is applicable when. Good refresher.
Nafisah Fudaeel
(Owner at Tax Roadmap)
Overall the course was informative. I would have liked to see more real life examples throughout the course. At times, it felt like he was just reading the provisions rather than teaching us to understand the provisions.
Katrina Ivancic
( at Starworks Accounting & Tax L..)
Again there was confusing wording on the final exam. In the question about the tax bracket for married taxpayers filing separately, it is unclear if each taxpayer has $150k of income or if $150k is their joint income.
Margo Palmer
( at NA)
There was much to absorb here - I will go through this course again to maximize my benefits from it. It was presented in a matter-of-fact manner - very organized with much material covered.
Anonymous
()
Good quick summary - as others have said, don't love spending time on changes that almost took place (though it does provide some context into rationale for why changes did occur).
George Laning
(CPA at George J. Laning CPA)
This was a very great synopsis of the tax cuts and jobs act. It's better to listen then to read. He speaks clearly and I found that easier to follow then trying to read along?
Darcelle Carter
( at Darcelle Carter CPA)
Too much reading the various tax brackets. The other areas covered seemed sufficient and easy to follow. Presentation organized and informative????????
Anonymous
()
Instructors approach to explaining the changes for 2023 due to the TCJA is very good. He makes the current treatment very easy to understand.
Anonymous
()
Presentation was incredibly dry and unentertaining, even with the understanding that it was related to tax matters.
Lisa Albertson
( at LKM Accounting Services)
The PDF and the screen shots do not match the video. It makes it hard to follow along and/or take notes.
Linda Jacobs
(acct at n/a)
Presenter is easy to listen to but, the course needs real world examples - not just reading tax brackets.
Michael Criscione
(Accountant at Amber Road)
This course on 2023 Tax cuts and Job Acts was very informative. Found it to be a great refresher.
David Fisher
(Associate at YPTC)
Nice course. Presentation was well done. Supporting material was relevant, clear and concise.
Anonymous
()
Great material - straightforward. The slides will be very useful as reference. Thank you.
Anonymous
(Owner)
good overview - this helped me review the wide variety of items included in this tax update
Anonymous
(Senior Accountant)
Based on the title, I expected the focus to be on tax law 2024....and not prior years
Michael Morhaus
( at MBT USA, Inc.)
Nice course, especially when paired with the Business module. Highly recommended!!!
Tyler Ellens
(Staff Acountant at Evenhouse & Co. P.C.)
Great detailed information presented in a way that is easy to follow and understand
Anonymous
(Retired)
Interesting but parts were different in voice inflection implying modified content
Anonymous
(Business Administrator)
A lot of phrase repetition throughout lecture. But overall, a simple overview.
Steven Meek
(Snr Tax Director at Yahoo, Inc)
Tax Cuts and Jobs Act: Individual tax reform 2020 provide a helpful overview
Jay Bineau
( at Seigler & Tweedlie)
Need the notes to the lecture. had to do a lot of research to get the 87%
Anonymous
(Bonding Manager)
Clear and concise information that is applicable to 2024 taxes.
Anonymous
()
The course is very broad and extensively covers the new Tax Act.
Anonymous
()
Great info. I will have to save these slides for later reference
Anonymous
(Income Tax Senior)
good course on the Tax Cuts and Jobs Act for individuals.....
Brandon Bush
(Manager at PorterKinney)
Good overview of the changes and updates made to the tax law.
Alice Jeanna Yu
(title at bank)
very helpful to understand material, timely and relevant
Prerequisites
Course Complexity: Intermediate
No advanced preparation or prerequisites are required for this course.
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
Andrew ClarkInstructor
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