Planning and Compliance for Complex Transactions of Business Taxpayers

Description

As Tax Professionals, we are used to advising clients on tax planning matters. This year is no exception. However, considering all the extraordinary issues that your clients encountered in 2020 planning for this will be much more significant. The COVID-19 crisis, financial fluctuations, and the new Biden administration necessitate coordinated financial, tax, and estate client advice.

This course will provide integrated planning ideas that will directly affect your client’s 2021 planning needs.

Major Topics

An understanding of President Joe Biden’s tax policy and proposals
An opinion on how Congress will deal with tax changes
How certain clients will need to deal with tax changes
Retirement planning considerations
Income and deduction planning ideas
Potential Estate and Gift Tax changes and how to update a client’s planning needs
Year-end gifting ideas
Charitable transaction planning
Qualified Opportunity Zone planning
Potential changes in IRC Section199A and how these changes might affect certain clients
Potential changes in the Affordable Care Act
Roth conversion ideas

Provider
Werner-Rocca
Course Level
Overview
Professional Area of Focus
Taxation
CPE Field of Study
Taxes
4
Who Should Attend

All Certified Public Accountants (CPAs)
Enrolled Agents (EAs)
Tax Return Preparers (TRPs)

Instructor(s)
Arthur Werner
Prerequisites

Basic Understanding of Taxes

Advanced Preparation

None

Location
 
MACPA Towson Center
901 Dulaney Valley Rd
Towson, MD 21204 US
View in Google Maps
Event Information
When
Nov 10, 2021
12:30 pm - 4:00 pm EDT
Location
MACPA Towson Center
901 Dulaney Valley Rd
Towson, MD 21204 US
Total CPE Credits
4
Format
In-Person + Live Stream

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$ (% off)
$160.00

NON-MEMBER


$ (% off)
$210.00
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Planning and Compliance for Complex Transactions of Business Taxpayers


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