Combining the real-life experience of a practicing CPA with essential down-to-earth tax materials in a high-tech format, this powerful presentation will enable participants to quickly grasp recent tax changes. You'll receive the most complete and up-to-date reference manual, written by renowned tax experts, Vern Hoven and Sharon Kreider. The digital PDF manual is hyperlinked to the Internal Revenue Code, tax court decisions, and other primary authorities, making it extremely convenient. Join us as our world-class tax instructors share cutting-edge tax planning strategies in a high energy, often humorous presentation style using real-life experiences, which make complicated tax topics easily understandable. Specific course topics will be announced and updated through year-end.
- Updates on the latest individual tax reform developments
- Planning ideas regarding individual tax reform
- Updates on ACA and 'Repeal and Replace' developments
- 20% capital gains tax +3.8% NII tax issues
- Mortgage interest deductions cases and rulings
- Charity audit issues
- Credit rule changes
- FBAR and FATCA reporting
- IRA adjustments
- Tax issues for online rentals
- IRS clarification on who is and isn't a real estate professional
- Estate and gift thresholds updated
Upon successful completion of this course, participants will be able to:
- Discuss individual tax reform developments.
- Enumerate planning ideas for individual tax reform.
- Convey details of the Affordable Care Act (ACA) and current developments in 'Repeal and Replace.'
- Accurately prepare returns for individual taxpayers.
- Understand and apply the various IRA and Roth IRA rules in order to properly utilize these vehicles for retirement and tax planning.
- Identify tax issues and apply regulations related to real estate and investment property.
- Identify top estate planning ideas.
- Apply the many other individual tax changes applicable for 2018 returns (these will be updated throughout the year).
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