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VIEWpoint Issue 2 | 2018


Tax Cuts and Jobs Act – Highlights of What is Ahead for You...


VIEWpoint Issue 3 | 2017

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With the recent passing of the Tax Cuts and Jobs Act, credit unions will see changes coming their way. Although the tax-exempt status remains intact, the Act does have some new provisions and limits impacting credit unions. Join this complimentary webinar to gain insight on the key provisions for credit unions to take note of and what actions to take.

Gain Insight On . . .

  • The new 21 percent excise tax on highest compensated employees
  • What’s ahead for credit union reporting
  • New limits and deductibility of interest paid on home equity loans and lines of credit
  • The elimination of unrelated business income offsetting with unprofitable activities
  • Ways to start preparing for the changes

Learning Objectives

  • Understand the key provisions of Tax Cuts and Jobs Act related to credit unions
  • Learn steps needed to prepare the credit union for changes

Who Should Attend

CEOs, CFOs and accounting personnel


Earn 1 credit of taxes CPE through a group-online delivery method. No prerequisites or advanced planning for this basic-course level.


Senior Audit and Tax Manager and credit union CPA, Aubrey Clegg, will present the webinar.


To inquire about complaint and program cancellation policies, please contact our office at 248.244.3000. Due to this program being offered free of charge, there will be no refunds issued.

Register Today!


CPActivity, LLC 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:


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