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.



**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.

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

Credits

2.00 Taxes

Prerequisite

None

Course Number

192271831

Level of Knowledge

Intermediate

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