Year-End Tax Planning: Thinking Outside the Box
8.00 Credits
Member Price $289.00
Price will increase by $35 after 7/24
Non-Member Price $349.00
Price will increase by $35 after 7/24
Overview
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 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!
Highlights
- Discuss the most recent tax legislation, rulings and developments
- Impact of impending TCJA expiration
- $5B in proposed tax increases in White House Budget proposal
- Section 163(j) interest expense deduction.
- Medicare tax on high income wages and SE income.
- 3.8% net investment income tax
- Timing income and deductions.
- Alternative minimum tax (AMT) issues.
- Rediscovering Section 1202 QSBS.
- Reconsidering choice of entity.
Prerequisites
Basic working knowledge of the tax return preparation.
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.
Objectives
- 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.
Preparation
None
Notice
• This event is paperless unless you elect to pay for printed materials. • All materials will be available to download in advance and participants will receive an email two days prior to the course date. Materials will also be posted in the “My CPE” section of the NESCPA website. • Parking and lunch are provided on-site
Leader(s):
Leader Bios
Doug Van Der Aa, Van Der Aa Tax Ed, LLC
Douglas Van Der Aa, CPA, J.D., is a lively and energetic speaker — especially on the subject of taxes and ethics. For 10 years, Doug has been a highly rated speaker and seminar leader for CPA associations and other organizations throughout the country. He has more than 25 years of professional experience, including tax practice in CPA firms and the practice of transactional business and real estate law as an attorney. As a CPA, Doug's practice concentrated on the tax needs of closely held businesses, with their related pass-through entities, complex individual returns, estates and trusts. Doug taught as an adjunct instructor for ten years and as assistant professor of accounting and taxation for one year in Grand Valley State University's Seidman College of Business, where he taught in both the undergraduate and MST programs. He earned his bachelor of arts degree with a major in accounting from Dordt College and his Juris Doctor from the University of Illinois College of Law.
Non-Member Price $349.00
Member Price $289.00