Providing accounting and auditing
services since 1954

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Executive Education Series Webinar
Webinar: Individual Year-End Tax Planning Tips for 2018 and Beyond

Please join us for this webcast in which we will identify and assess effective individual year-end strategies including interactions with trusts and estates, S corporations and other pass-through entities for optimal tax minimization for 2018 and beyond. We will cover techniques for managing overall income tax liabilities, timing of income and deductions, and the latest regulatory developments under the new tax reform law.

Learning Objectives

After completing this course you will be able to:

  • Discuss current issues regarding federal tax laws impacting individuals
  • Identify complexities of the tax code as it relates to individuals
  • Generate tax planning opportunities
James McNally

Jim McNallyJames McNally, CPA
Jim's areas of professional experience include federal, state and local taxation, accounting and auditing, estate and financial planning, equitable distribution, forensic accounting and litigation support. He has provided testimony as an expert witness in federal bankruptcy and district courts and local county courts.

Kirby Johnson

Kirby JohnsonKirby Johnson, CPA
Kirby has more than 25 years of experience in public accounting and corporate international taxation. He specializes in tax compliance and planning for high net-worth individuals, estates, trusts and small businesses.


Contact us at You can also follow the discussion using the hashtag #CBIZMHMwebinar on Twitter.


*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit. We may be unable to offer CPE certificates to those who log into the webinar using:

  • GoToWebinar Instant Join
  • iPads or mobile devices (unless using the Citrix mobile app for GoToWebinar) 

If you would like the opportunity to earn a CPE certificate, please log in using a different method than the ones indicated above to ensure that you show up on the final attendee report.

For more information regarding complaint and program cancellation policies, please contact our offices at (216) 447-9000.

CPE Sponsor LogoCBIZ, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Register Now

Join us
Oct. 25, 2018
1-2 p.m. CDT

CBIZ & MHM employees register here.

Additional Details

Cost: No fee required.

CPE: Eligible for 1 CPE credit in Tax*

Prerequisites: None

Who Should Attend? Individuals

Advanced Preparation: None

Program Level: Overview

Delivery Method: Group Internet-based

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