Hottest Tax Planning Developments Under the Current Tax Law

Are you up-to-date on the latest tax planning developments for 2020? This course, 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 tax reform.

Learning Objectives

Learning Objective: 

When you complete this course you will be able to:

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

Topics Discussed

Topics Discussed: 

Current and latest tax law developments affecting individuals and small businesses, including the following:

  • Tax reform’s impact on individual and business taxpayers
  • Section 199A Qualified Business Income deduction
  • Court decision tax developments
  • 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

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COURSE CODE

CL4HOT

FIELD OF STUDY

Taxation

CPE CREDIT HOURS

4

KNOWLEDGE LEVEL

Intermediate

INTENDED AUDIENCE

All practitioners

PREREQUISITE

Basic understanding of individual and business taxation

ADVANCED PREPARATION

None

DELIVERY METHOD

Group Live

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(U.S.) AICPAstore.com

(Outside the U.S.) CGMAstore.com


CONTACT A TRAINING REPRESENTATIVE:


1-800-634-6780 Option 1
aicpalearning@aicpa.org