Loading Events

Individual Tax Update – February

February 13, 2020 @ 8:30 am - 4:45 pm San Antonio CPA Society Training Room $255 – $425.00
5479655
DD
days
HH
hours
MM
min
SS
sec

Nonmembers CPAs pay an additional $21.25 per credit hour for CE classes; nonmember CPAs will be held responsible for paying this additional amount.

COURSE NUMBER: 2020021338

This session will cover legislative, judicial, and IRS guidance of the past year as it affects individual taxpayers. This shall include proposed and final regulations revisions under the Tax Cuts and Jobs Act.

The session is also designed to assist CPAs in individual tax planning for their clients. The session will provide coverage of the latest IRS rulings, regulations  and procedures impacting individuals as well as an up-to-date assessment of important tax court decisions. Among the areas covered are the following:

  • revised filing status and new due diligence requirements for head of household status
  • revised  form 1040 and associated schedules
  • items of gross income and revised exclusions from gross income  and reporting issues
  • passive activity loss issues and basis reporting issues
  • revised adjustments to gross income
  • revised standard deduction provisions
  • revised itemized deduction provisions including new regulations on SALT and charitable contributions
  • revised Qualified Business Income Deduction and new forms requirements
  • AMT and other tax issues
  • personal tax credits issues
  • estate and trust update
  • tax procedures update

The seminar will discuss planning issues. Blaise promises that this will be one of the most challenging and fun tax seasons CPAs have ever faced.

Course Objective(s):  Attendees will understand legislative, judicial, and IRS guidance of the past year as it affects individual taxpayers including revisions and new provisions under the Tax Cuts and Jobs Act.

Prerequisites: The method of presentation is group-live instruction and the program level is overview/update.  There are no prerequisites for this course nor is there any advanced preparation required.

Materials delivered electronically; lunch included.

Tickets

38 available
TXCPA Member/Non-CPA$255.00
38 available
CPA Nonmember$425.00

Details

Date:
February 13, 2020
Time:
8:30 am - 4:45 pm
Cost:
$255 – $425.00
Event Categories:
,
Event Tags:
, , , , ,

Organizer

Blaise C. Bender, JD, CPA

Venue

San Antonio CPA Society Training Room
901 NE Loop 410 Ste 420
San Antonio, TX 78209 United States
+ Google Map
Phone:
210-828-2722
Website:
sacpasociety.com
Top

Login


Create an Account!
Forgot Password?
Registration is disabled.

Want to Login?

Forgot Password?