November 10, 2020 8:00am – 11:30am Map & Directions 602-252-4144

Webcast: Hottest Tax Planning Developments Under the Current Tax Laws (8-11:30)

Description

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.

Location

ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time

7:30am

Fees

Member:
$160
Non-CPA Staff:
$210
Non-CPA Staff (100% club):
$160
Non-CPA Staff (sole proprietor):
$160
Non-Member:
$210
Webcast
Taxation
4

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.
  • Identify ways to minimize a client's tax bill.

Course Level

Intermediate

Vendor

AICPA More With This Vendor

Designed For

All practitioners

Prerequisites

Basic understanding of individual and business taxation.

Event Leaders

Taylor, William F

Rating: 4.59


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. Taylor has worked in the employee benefit and investment fields for over 30 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, Taylor 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. Taylor is the author of Taxation of Employee Benefits Volume I and Volume II, and his articles have appeared in numerous publications.


More With Taylor, William F

Highlights

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

  • Tax reform's impact on individual and business taxpayers.
  • Section 199A Qualified Business Income deduction.
  • Court decision tax developments.
  • 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.

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