Overview
Join us for our annual expedition through the harbors and swamps on the tax landscape this season. We will uncover the top issues with wide applicability and importance this year and explore the practical implications, potential pitfalls, and planning opportunities.
Major Topics:
- Exact topics are subject to change but may include:
- Travel and substantiation
- Choice of entity
- Getting the principal residence sale exclusion right
- Maximizing retirement benefits
- Establishing domicile/residency and saving your clients money
- Tour of form changes
- Pernicious precedents in payroll penalties
- Self-employment tax issues
- Other key tax topics
Learning Objectives
- Understand the most important hot button issues that have emerged as areas of concern to the IRS, taxpayers, and tax advisors
- Understand a broad range of tax subjects for both individuals and business owners
- Recognize tax planning opportunities that may present themselves
Designed for:
All CPAs who want an in-depth discussion of the current tax issues that affect all clients
Prerequisite:
Five or more years of experience in planning for individual and business clients
Advanced Preparation:
None