Providing accounting and auditing
services since 1954

A member of Kreston International | A global network of independent accounting firms

Executive Education Series Webinar
Webinar: Tax Reform's Impact on High Net Worth Individuals

The tax reform bill was signed into law on Dec. 22, 2017, bringing sweeping and historic changes to our country’s tax laws. These changes generally are effective in 2018 and impact every taxpayer, including many provisions that will significantly impact high net worth individuals.

We will focus on the changes to individual tax rates, alternative minimum tax, popular itemized deductions, carried interests, and estate and gift tax changes, among other changes impacting individuals.

Learning Objectives

After completing this course you will be able to:

  • Familiarize yourself with the provisions in the tax reform bill that will impact individual and estate tax planning strategies
  • Begin developing a plan for alternative business strategies to avoid limitations under new excess business loss rules and net operating loss rules

More Tax Reform Resources

Additional details about tax reform and how it can impact you and your business can be found in our Eye on Washington portal.

David Levi

David LeviDavid Levi, CPA
David is based in our Minneapolis, MN office and specializes in providing services to companies in the financial service, law, hospitality, and their owners, as well as tax and estate planning to individuals. David joined the organization over 30 years ago.

Naomi Ganoe

Naomi GanoeNaomi Ganoe, CPA
Naomi is a director with CBIZ and has over 16 years experience providing advisory services to individuals and closely held businesses on estate, fiduciary, gift, business and personal tax planning matters. She is a trusted advisor to CEOs and high net worth individuals. She is an active member of CBIZ's Private Client Service technical community and presenter at the CBIZ National Level Training.

Nate Smith

Nate SmithNathan Smith, CPA
Nathan Smith is a Director in the CBIZ National Tax Office, bringing over 20 years of experience in public accounting to provide technical support and strategic solutions for the firm’s tax practice. Nathan leads the development of practice aids and tactical approaches used in responding to industry and Federal tax developments in a variety of subject matter areas. Nathan also consults nationally to facilitate delivery of client service opportunities and solutions, contributes as an author and editor to the firm's tax thought leadership publications and assists with the development and implementation of national tax policies and procedures.

Archived Recording

Original Air Date:
Feb. 12, 2018

View Recording

*Viewing the recording is not eligible for CPE credit.

Additional Details

Cost: No fee required.

CPE: Eligible for 1 CPE credit in Taxation*

Prerequisites: None

Who Should Attend? CEOs, CFOs, executives and individuals with high net worth and family wealth transfer plans

Advanced Preparation: None

Program Level: Overview

Delivery Method: Group Internet-based


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:

Share This Page


About MHM   |   Locations   |   Services   |   Industries   |   News   |   Resources   |   Our People   |   Contact

Home  |   Locations   |  Careers   |  Contact   |  Client Portal