Year-End and COVID-19 Tax Planning: Thinking Outside the Box

Tax planning is more than an estimated tax calculation, it's a process. Where are we now and what can we change? This timely program will highlight significant 2019-20 tax developments and discuss key tax planning ideas for your clients as you prepare for the upcoming tax season. Don't wait until late December to start planning for your clients!

**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.


Upon completion of this course, you will be able to:

  • Define the "hot issues" facing tax practitioners in planning for client returns.
  • Apply key concepts to special client situations.
  • Review of recent legislation and developments.


  • Discuss the most recent tax legislation, rulings and developments during 2020, including the SECURE Act, the CARES Act and other COVID-19 relief.
  • Tax provision and 2020 extensions.
  • Timing income and deductions.
  • Tax Depreciation and expensing update, including QIP.
  • 2020 Business losses, carrybacks and carryforwards
  • Planning for the Section 199A deduction.
  • Medicare tax on high income wages and SE income.
  • Alternative minimum tax (AMT) issues.
  • 3.8% net investment income tax.
  • Reconsidering choice of entity.

Additional Information

Designed For

Practitioners and members in industry seeking a general business and individual tax update or wishing to review key tax topics for planning and preparing client returns.



Advanced Preparation



4.00 Taxes


Basic working knowledge of the tax return preparation.

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