Course ID: CL4HOT

Hot Tax Planning Developments Under the Current Tax Law

Are you up-to-date on the latest tax planning developments for 2019? This course, newly authored by Margaret F. Suralik, CPA/ABV, ASA, explores the hottest tax planning topics that will impact you and your clients. Discover how these topics may impact tax planning strategies and be in a position to help minimize your client’s tax bill. Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law.


Learning Objectives

  • Determine whether a client’s tax plans are intact.
  • Apply recent tax law legislation to adjust tax planning strategies.
  • Recognize new tax planning opportunities.
  • Recall ways to minimize a client’s tax bill.

Major Topics

Current and latest tax law developments affecting individuals and small businesses, including the following: • Tax Cuts and Jobs Act: Impact on individual taxpayers • Tax Cuts and Jobs Act: Impact on businesses • Section 199A Qualified Business Income deduction • Court decision tax developments • Cancellation of debt • Section 179 and bonus depreciation • Section 529 and Education IRA savings accounts • American Opportunity and Lifetime Learning Credits • Health Insurance Premium tax credit • Meals, entertainment, and fringe benefits • Tax-advantaged Savings and Retirement plans • Tax preparer penalties – due diligence • Hot tax planning strategies for individuals and small businesses


Who Should Attend

All practitioners


Fields of Study

Taxes

Prerequisites

Basic understanding of individual and business taxation


Provider

AICPA

CPE Credits

4.0

Level

Intermediate

This course is available for your group as:

 

Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.


Or, contact BLI: 888-481-3500 or learn@blionline.org
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