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UltraTax CS

Know the Law, Use Your Tools: 2017 Tax Cuts and Jobs Act

Level: Intermediate

The objective of this course is to utilize your technology tools (e.g. UltraTax CS, Planner CS, and ToolBox CS) to capitalize on advisory services available with your clients due to the recent passage of the 2017 Tax Cuts and Jobs Act (TCJA). This course is designed for new and existing users with a working knowledge of UltraTax CS. During the course, we'll review the key tax planning opportunities available due to the recent changes in tax law, help you learn how to identify affected clients, and prepare and deliver actionable tax plans to build trusted advisor relationships. For users who are new to UltraTax CS and do not have a working knowledge of UltraTax CS, prerequisites include the UltraTax/1040 Essentials 1 and UltraTax/1120 & 1065 Essentials 1 courses. A high-speed Internet connection is required for this course. Target Audience: Tax Partners and Senior Tax Managers.

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Course Objectives:

  • Become familiar with the key tax planning opportunities available due to the passage of the 2017 TCJA
  • Identify clients affected by various elements of the TCJA using the Data Mining search tool in UltraTax CS
  • Use UltraTax CS, Planner CS, and ToolBox CS to build actionable tax plans for clients
  • Deliver enhanced client action plans to build mutually beneficial trusted advisor relationships, while at the same time increasing firm revenue

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