We Need to Plan - NOW! (Mid-Year Income Tax Planning Update)

The start date for this course has passed. Registration is no longer available.

This course is 2.00 credits
Field of Study
Tax
Course Level
Intermediate
Vendor
BPN, Inc ACPEN

Registration Fees

MSCPA-AICPA Member
$79.00
MSCPA Member
$79.00
AICPA Member
$109.00
Non-Member
$109.00
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Monday, Oct 21, 2019
1:00pm – 3:00pm

Many clients were disappointed with the “results” of their 2018 tax return. These clients had expectations (specifically, a lower income tax bill) that were not met. Had the client utilized their practitioner for tax planning services in addition to their normal tax compliance services, the tax results would have been better. This course teaches the practitioner how to create “work-arounds” that will allow the client to take advantage of the changes to the Internal Revenue Code made by the Tax Cuts and Jobs Act of 2017. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.
Many clients were disappointed with the "results" of their 2018 tax return. These clients had expectations (specifically, a lower income tax bill) that were not met. Had the client utilized their practitioner for tax planning services in addition to their normal tax compliance services, the tax results would have been better. This course teaches the practitioner how to create "work-arounds" that will allow the client to take advantage of the changes to the Internal Revenue Code made by the Tax Cuts and Jobs Act of 2017. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

Designed For

CPAs, EAs, Attorneys, and other Tax Practitioners

Course Objectives

To provide practitioners with an understanding of many "work-arounds" that will allow the client to take advantage of the changes to the Internal Revenue Code made by the Tax Cuts and Jobs Act of 2017

Major Subjects

Review of Pertinent Legislation Medical Deduction "Work-Arounds" Tax Deduction "Work-Arounds" Interest Deduction "Work-Arounds" Charitable Deduction "Work-Arounds" Miscellaneous Deduction "Work-Arounds" Business Issues Estate and Gift Planning Issues

Prerequisites

None

The start date for this course has passed. Registration is no longer available.