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Timely Topics  

Taxation

Prerequisite: Basic understanding of taxation
Advanced preparation: None
Field of Study: Taxes
Level: Overview
Recommended CPE hours: 6*
Objectives and descriptions are noted below
Delivery Method: Group live

Individual Tax Update After Tax Reform - 2019

(including post-implementation issues related to the Tax Cuts and Jobs Act)

Objective: To discuss recent developments related to federal income taxation of individuals including post-implementation issues with the Tax Cuts and Jobs Act. This course focuses on recent 2019 tax developments related to individuals, including new IRS regulations and procedures pertaining to implementation of the Tax Cuts and Jobs Act. Topics include new developments in 2019 including new IRS regulations and revenue procedures issued that address specific sections of TCJA, problem areas during 2018 implementation, pending additional changes, planning strategies to address state and local taxes, interest expense, and more. Recommended CPEs: 6 hours. Field of study: Taxes

Business Tax Developments After Tax Reform- 2019

(including post-implementation issues related to the Tax Cuts and Jobs Act)

Objective: To address recent developments related to the federal income taxation of businesses including post-implementation issues with the Tax Cuts and Jobs Act.

In 2018, companies and businesses implemented significant changes to the taxation of businesses due primarily to the Tax Cuts and Jobs Act. This course addresses those changes and newly issued IRS regulations and other guidance affecting the post-implementation period.

Topics include: evaluating the choice of entity (C versus S) decision in light of the new Section 199A 20% deduction, the special small business elections for cash basis of accounting, planning under the expensing rules using bonus and Section 179 depreciation, addressing changes to like-kind exchanges, changes to net operating losses, anti-abuse provisions, guidance on defining deductible meals and entertaining, and more. Recommended CPEs: 6 hours. Field of study: Taxes

2019 Estate, Gift, Benefits and Retirement Planning Update after Tax Reform - Parts 1 and 2

(including post-implementation issues related to the Tax Cuts and Jobs Act)

Objective: To discuss a variety of new developments related to estate, gift, employment benefits and retirement planning including post-implementation planning after the Tax Cuts and Jobs Act.

This course deals with the 2019 post-implementation aftermath of the TCJA on estate, gift, benefits and retirement planning, including new regulations and other guidance related to the TCJA changes. Topics include taking advantage of the new higher estate tax exemption, focusing on income tax basis in estate planning, state estate issues, planning for benefits in light of tax reform, changes made to retirement plans and IRAs, overall estate and gift tax planning in the new tax environment, retirement planning, and more. Recommended CPEs: 6 hours per day. Field of study: Taxes

Tax and Financial and Lifetime Planning for Families- Part 1 and 2

Objective: To discuss a variety of unique tax and financial planning issues related to families and their members and include recent tax changes under the Tax Cuts and Jobs Act that affect such planning.

This course reviews the tax planning issues (including up-to-date tax changes) confronted in family circumstances; such as planning for couples contemplating divorce, nontraditional families and couples, parents of children with special needs, and unique financial and tax planning issues that pertain to these special circumstances.

The course also addresses the various statutory and court-determined requirements that must be met for what constitutes a "dependent", a medical expense deduction, impairment-related work expenses, and the child and dependent care credit. In addition, other credits are reviewed, including the adoption credit, and the earned income tax credit. Furthermore, the sessions will focus on some financing nuances associated with the medical expense deduction (i.e. retirement planning distributions and home equity loans), the tax benefit rule, and the interaction of the medical expense and home equity deductions, as well as other financing techniques, with the Alternative Minimum Tax. As the definition of "family" expands, CPAs and other financial advisers need to understand the income tax and financial planning opportunities available in assisting families as they plan for their unique situation.

In addition to reviewing the general framework in individual tax planning for our families, the course will focus on the financial and tax planning issues involving housing options for adults with disabilities, the role of government benefits (Supplemental Security Income, Social Security Disability Income, Medicare, and Medicaid), and both the tax and non-tax issues with regard to special needs trusts. The Unearned Income Medicare Contributions Tax will also be reviewed and its impact on the administration of special needs trusts. Our session will conclude with a comprehensive case study containing many of the tax and financial planning issues addressed in both seminars and how we as planners need to identify, address, and resolve the issues. Recommended CPEs: 6 hours each day. Field of study: Taxes

 

 

Accounting and Auditing

Prerequisite: Basic understanding of accounting and auditing
Advanced preparation: None
Field of Study: Accounting or Auditing (see breakout for each individual course)
Level: Overview
Recommended CPE hours: 6*
Objectives and descriptions are noted below
Delivery Method: Group live

2019 A&A Update and Review

Objective: To discuss a variety of new developments related to accounting and financial reporting. This course deals with the latest changes in accounting, auditing and compilation and review pronouncements of interest to accountants in public accounting and industry. Topics include recently issued FASB and AICPA accounting statements, new developments in compilation and review, recently issued auditing pronouncements, practice issues related to peer review, new ethics rulings, and more. Recommended CPEs: 6 hours. Field of study: Accounting and Auditing (4 hours Accounting, 2 hours Auditing)

 

*Each course consists of 6 hours of Group Live CPE. In addition to the Group Live CPE offered, participants can choose from a selection of self-study courses that supplement the remainder of their total CPE hours purchased. Self-study courses will be distributed at the conferences, or downloaded on-line in a PDF format. Recommended CPE hours are based on the NASBA's Registry-QAS measurement of 50 minutes per CPE hour. Certain states grant CPE credit using different measurements. Please consult with your state licensing board.

 

 


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