Hottest Tax Planning Developments Under the Current Tax Law

218  |  Course  |  Intermediate  |  Scheduled

Description

A Live Stream version of this event is available here.

Are you up-to-date on the latest tax planning developments for 2019? This course, newly authored by Margaret F. Suralik, CPA/ABV, ASA, explores the hottest tax planning topics that will impact you and your clients. Discover how these topics may impact tax planning strategies and be in a position to help minimize your client's tax bill. Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law.

Credits

Number of Credits Type of Credits
4.00 Taxes
3.33 CLE

Designed For

All practitioners

Prerequisites

Basic understanding of individual and business taxation

Highlights

Current and latest tax law developments affecting individuals and small businesses, including the following:

  • Tax Cuts and Jobs Act: Impact on individual taxpayers
  • Tax Cuts and Jobs Act: Impact on businesses
  • Section 199A Qualified Business Income deduction
  • Court decision tax developments
  • Cancellation of debt
  • Section 179 and bonus depreciation
  • Section 529 and Education IRA savings accounts
  • American Opportunity and Lifetime Learning Credits
  • Health Insurance Premium tax credit
  • Meals, entertainment and fringe benefits
  • Tax-advantaged Savings and Retirement plans
  • Tax preparer penalties - due diligence
  • Hot tax planning strategies for individuals and small businesses

Objectives

  • Determine whether a client's tax plans are intact
  • Apply recent tax law legislation to adjust tax planning strategies
  • Recognize new tax planning opportunities
  • Recall ways to minimize a client's tax bill

Prices

Member (Early Bird)
$169.00
Non-Member (Early Bird)
$219.00
Member
$194.00
Non-Member
$244.00
Your Price: $219.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. Early Bird rates will be applied to all registrations made prior to October 19, 2019.

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$15.00

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Instructors

William F. Taylor, CPA

William (Bill) F. Taylor is president of Benefit Solutions, Ltd., a benefit consulting firm, and a CPA in private practice. Since retiring as Community Bank President of Renasant Bank in Water Valley, MS, he has served as an adjunct assistant professor in the MBA program at the University of Mississippi. Bill has worked in the employee benefit and investment fields for over 20 years, beginning his career as the Employee Benefits Coordinator in the Jackson, MS, office of KPMG Peat Marwick and managing his own firm since 1999.

A nationally known consultant and speaker, Bill has conducted seminars for the American Society of Pension Professionals and Actuaries, more than 40 state CPA and Bar associations, and other organizations. He was the recipient of the James L. McCoy Excellence in Education award for 2015 and awarded the Outstanding Discussion Leader award for 2014 and 2016. Bill is the author of Taxation of Employee Benefits Volume I and Volume II, and his articles have appeared in numerous publications.

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