Overview of Tax Reform and Planning for 2017 and 2018
Why You Might Be Really Glad You Extended (or May Want to Amend)
The Tax Cuts and Jobs Act made key retroactive (to 2017) changes (and hundreds more prospective changes). Many of these changes are not clearly written. The Balanced Budget Act of 2018 also made scores of retroactive (to 2017) changes (including California wildfire relief). Although the IRS has provided little guidance, the 2017 filing season is ticking away.
Get an overview of tax reform woven with planning strategies for 2017 and 2018:
- Determine how certain maneuvers on 2017 returns can hit the ball out of the park in 2018 and later
- Find out if cost segregation studies are still a good idea
- See how choices in depreciation methods can make big income shifts
- Find out how to combine bonus depreciation and IRC §179 for the best long-term outcome
- Understand which IRA characterizations are still available
- See how deductible mortgage interest will be computed
- Take advantage of interest tracing rules
- See what states are doing to circumvent the SALT limit
- Ask the question: What are cost segregation studies and are they still an option?
- Recall why extended (or amended) 2017 returns might be your best friend
- Review new excess business loss limitations
- Uncover new NOL rules — no more carryback
- Finally, see where IRS guidance is needed and understand what we don’t know!
|EA||2 Federal Tax|
|CRTP (CTEC)||2 Federal Tax|
|Attorney||1.5 General MCLE|
Course level: Basic
No advance preparation is required.
- 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.
Want to order by phone? Call us at: (714) 776-7850
You must have computer speakers to listen to this webinar
Bradley Burnett, J.D., LL.M.
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 advanced preparation required.