Tax Cuts & Jobs Act - Individual Aspects (With CPE)

taught by Narelle MacKenzie

Course description

By the end of this course you will:


*Understand the changes in the tax rules as a result of the Tax Cuts & Jobs Act of 2017;


*Identify and describe key components of the revised calculation of Adjusted Gross Income; and


*Communicate the changes

Narelle MacKenzie
Narelle MacKenzie
International tax expert

Narelle MacKenzie is a well known international tax consultant, located in San Diego. She has over 25 years experience working in international taxes, having spent most of her career working with, or for, multinational companies. Ms. MacKenzie is a part-time faculty member at San Diego State University, first appointed in 2007, lecturing in both US international and domestic taxes for corporations and individuals. As well as lecturing at SDSU, she is a highly sought after speaker, course instructor and guest lecturer and has presented at many and diverse conferences on US taxes in the USA and other countries.

She has worked in both public accounting and industry for employers such as Goodrich Corporation (a Fortune 500 company that was acquired by United Technologies), PricewaterhouseCoopers LLP, and Toyota Australia. Her business experience has covered diverse industries and activities, including supply chain activities and initiatives, identification and implementation of new manufacturing facilities, establishing representative offices, secondment arrangements, customer sales and support initiatives and general cross-border issues. Ms. MacKenzie has advised on cross-border activities in many and diverse countries and works with tax advisors in those countries to identify optimal, strategic tax solutions for you and your clients. Some of the various countries experiences include: US (federal and state), Mexico, Brazil, Singapore, China, Scotland, India, Turkey, Japan, Germany, South Korea, Netherlands, Canada, Luxembourg, Chile, Sweden, Norway, Russia, Australia, UK and France.

She is a Past President of CalCPA (San Diego chapter), and co-chairs Got International! (a discussion group for international advisors) and is Vice Chair for the School Site Council for La Jolla High School. Ms. MacKenzie is an Australian CPA and a Californian CPA.

Course Curriculum

Materials for TC&JA - Individual Aspects
Presentation TC&JA - Individual Aspects
Worked example for Sub F and 962 election - TC&JA - Individual Aspects
Worked examples for 199A TC&JA - Individual Aspects
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Tax Cuts and Jobs Act - Individual Aspects (With CPE)
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Quiz for CPE
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