Event Description

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. Continually updated for items regarding tax reform.

Designed For

All CPAs who want an in-depth discussion of the current tax issues that affect all clients

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

Major Subjects

Overview of virtual currency Domicile and taxation Employing life insurance Mechanics of loss limitations Donor-advised funds State tax nexus State trends in apportionment, passthrough entity (PTE) taxes, and other business considerations HIPAA: what professionals need to know Listed property, luxury auto limits, and taxable employee compensation Buy-sell agreements and redemption agreements

Prerequisites

One or more years of experience in planning for individual and business clients

Instructions

None