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:
- Advanced practice, reporting, and other issues intertwined with advance planning and discussion ideas
- Basis issues for pass-through entities
- Department of Labor proposals
- Section 199A
- Opportunity Zones
- New Section 461(l)
- Section 163(j) 30% business interest limitation
- Choice of entity
- Domicile and taxation
- Employing life insurance
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:
One or more years of experience in planning for individual and business clients
Advanced Preparation:
None