Plan While Preparing Tax Returns

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Plan While Preparing Tax Returns

On-Demand Webinar — Available now

Price: $99

Use planning while preparing returns

Reduce clients’ tax bills by planning for this year’s tax changes

Whether or not President Biden’s tax plans materialize, you won’t see tax rates this low for 2021. Help your clients and yourselves prevent increased tax bills in 2021 and 2022 making good choices on the 2020 returns and maximizing PPP forgiveness.

Here are a few of the strategies we’ll cover:

  • Combine PPP forgiveness and the Employee Retention Credit for great cash results
  • Compare forgiveness periods to maximize PPP forgiveness
  • Understand basis adjustments for the PPP and how it affects deductions and the sale of the business
  • Aim for the maximum stimulus payment by:
    • Choosing who claims the child
    • Reducing income through pension contributions
    • Spreading out recognizing COVID-19–related pension and IRA distributions
  • Maximize the 2020 IRC §199A deduction by stretching out depreciation
  • Learn how gifting assets can reduce the estate and shift income to children young and old
  • Did your client make a purchase that could result in an energy tax credit?
  • Learn the best way to relocate your corporation to another state
  • Consider reinvesting capital gains in an opportunity zone
  • Plus many other tried and true tax strategies
CPA 2 Tax
EA 2 Federal Tax
CRTP (CTEC) 2 Federal Tax
Attorney 1.5 General MCLE

Course level: Basic
No advance preparation is required.

Webinar speakers:

Lynn Freer, EA

Lynn “Ms. California Tax” Freer is President of Spidell Publishing, Inc.® She works closely with all state tax agencies and is often consulted for input on policy decisions. She always has the inside information on what’s happening at the state level because she devotes herself full time to analyzing, writing about, and teaching California tax law and procedures. Lynn speaks at Spidell’s annual Federal and California Tax Update Seminars, as well as many other seminars and webinars.

Renée Rodda, J.D.

Renée is Vice President of Spidell Publishing, Inc.® and editor of Spidell’s California Taxletter® and Spidell’s Analysis & Explanation of California Taxes®. She authors the California chapters of Spidell’s Federal and California Tax Update seminar manual and is a regular speaker at Spidell’s fall update seminars, summer seminars, and webinars. She has a BA from San Diego State University and is a graduate of Chapman University School of Law with a Tax Law Emphasis.

You must have computer speakers to listen to this webinar.

Webinar features:

  • 2 hours of CPE for one attendee
  • Access to recording to watch at your convenience
  • PDFs of reference manual and PowerPoint slides
  • Add CPE for only $20 per additional attendee. Please contact our customer service department to register for additional CPE at (714) 776-7850.

Learn about Spidell’s webinars.

Prefer to order via phone?

Give us a call at (714) 776-7850 from 7:00 a.m. to 5:00 p.m. PT. Our friendly customer service representatives are available to assist you.

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.

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 2 hours of continuing education for the California Board of Accountancy. Level: Basic. 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. There are no prerequisites or advance preparation required.

Spidell Hours

CPA
Tax 2
EA
Fed Tax 2
CRTP
Fed Tax 2
Attorney
MCLE 1.5

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