2019 Post-Tax Season Update and Review Webinar
*Discount valid through May 1, 2019.
Extend returns if you’re uncertain and get answers on IRC §199A, opportunity zone funds, and CPAR — plus other news
IRC §199A review and update
- Review the basic computation of IRC §199A, including how to get it on the forms
- Learn how to include IRC §199A on a K-1 and what to look for when you get one
- Uncover the good, the bad, and the ugly of taking the safe harbor for rental properties
- Understand what can be aggregated with what — and what can’t
- Look at new guidance on which businesses are and aren’t an SSTB
- Figure out how to handle multiple businesses, one with net income and one with a loss
- See how unclear law creates software problems:
- What is the order of taxes when taking the state and local tax deduction?
- What about NIIT?
- Where does the self-employed insurance deduction go?
- Must we reduce QBI by pension and IRA contributions?
- Dig through new guidance on who is an SSTB
- Work through the computations of IRC §199A and how to get it on the K-1 and Form 1040
- Clarify how and what wages and assets are used in the wage/asset computation
TCJA and other new issues
- See how to actually make the accounting method change election:
- See how to handle the California difference and get an update on possible conformity
- Understand refinancing and TCJA mortgage interest limits
- Find out how to trace loans to increase interest deductions
- Review NOL changes and how to maximize disaster losses and NOLs
- Get the latest on extenders
- Small partnership election (CPAR) — applies if you only do one small partnership return:
- Grasp the significance of this new change
- See how to make the election — a revision of the partnership/LLC agreement may be necessary
- Business interest limitation:
- See who it applies to
- What information will you need to compute it?
Withholding and W-4s
- Take advantage of a critical mid-year discussion with your clients
- See how the IRS’s online calculator is worthless
Opportunity Zone Funds
- Compare this novel concept to IRC §1031 exchanges
- See how to defer and sometimes eliminate capital gain
- Take cash and defer the gain
- Use this strategy for sales of businesses, property, or stock gains
California conformity: What might happen? We may have some answers for you
Wayfair — the new sales tax bite will affect California retailers and sellers
Want to order by phone? Call us at: (714) 776-7850
|EA||8 Federal Tax Update|
|CRTP (CTEC)||8 Federal Tax Update|
|Attorney||6.75 General MCLE|
Course level: Update
General tax preparation knowledge is required.
CFPs do not receive credit for the webinar version of this course
Please contact our Customer Service department at (714) 776-7850 to cancel the on-demand webinar.
- Up to 8 hours of CPE for one attendee.** (Additional CPE is not available for this course. All attendees must purchase the webinar in order to receive CPE.)
- Searchable e-version of the PDF manual and PowerPoint slides.
- Access to recording to watch at your convenience.
You must have computer speakers to listen to this webinar
Guarantee of excellence
Your satisfaction is our priority. If you are not completely satisfied with this course in any way, we will provide you with a full refund, hassle-free. Guaranteed.
*Discount valid through May 1, 2019.
This webinar is designed to meet the requirements for the specified number of hours of continuing education. This webinar has been designed to meet the requirements of the IRS Return Preparer Office; including sections 10.6 and 10.9 of Department of Treasury’s Circular No. 230 (Provider No. CRA7E); the California State Board of Accountancy; the California Bar Association; and the California Tax Education Council. This does not constitute an endorsement by these groups. The State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. For more information regarding administrative policies such as complaints or refunds, contact Spidell Publishing at 714-776-7850. Spidell Publishing, Inc. has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890, or by phone at 877-850-2832, or on the internet at www.CTEC.org.
Spidell Publishing, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. This webinar is designed to meet the requirements for 8 hours of continuing education for the California Board of Accountancy. Level: Update. Field of Study: Taxes. Delivery method: Self-study. For more information regarding administrative policies, such as complaints or refunds, contact Spidell Publishing at (714) 776-7850. General tax preparation knowledge is required.