Webinar

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

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.

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

Highlights

  • 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

Additional Information

Designed For

CPAs, EAs, Attorneys, and other Tax Practitioners

Vendor

ACPEN

Advanced Preparation

None

Prerequisite

None

Field of Study

Taxes

Course Number

192216257

Level of Knowledge

Intermediate

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