About this event

Fee $500 for members through December 21, 2018, then $525. $550 for nonmembers through December 21, 2018 then $575.

One day (either January 8 or 9)  $310 for members through December 21, 2018, then $335.  $360 for nonmembers through December 21, 2018, then $385.

Choose one or two day registration at checkout.

Learning Objectives The seminar will discuss planning and compliance issues regarding the Tax Cuts and Jobs Act. Extended provisions under the Bipartisan Budget Act of 2018 and the Consolidated Appropriations Act of 2018 will also be examined.

Delivery Method Group live

Hours and field of study 16 CPE hours total (8 hours CPE each day) in taxes (technical).

Level Basic

Prerequisites/advance preparation No prerequisites and no advance preparation required.

Included in your registration Digital materials; box lunch: coffee and soft drinks; free parking; wifi 

About our cancellation and refund policies and our authority to issue CPE.

Instructor's description of course content:

Individual Tax Update, January 8, 2019
This session will cover legislative and judicial developments, and IRS pronouncements  affecting individual taxpayers. This shall include revisions and new provisions under the Tax Cuts and Jobs Act. The session is designed to assist CPAs in individual tax planning and compliance for their clients. The session will provide coverage of the latest IRS rulings 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
  • New IRS Form 1040 S (Simplified) and New Associated Schedules
  • Items of Gross Income and Revised Exclusions from Gross Income
  • Passive Activity Loss Issues
  • Revised Adjustments to Gross Income
  • New Standard Deduction Provisions
  •  New Itemized Deduction Provisions
  • New Qualified Business Income Deduction
  • Revised AMT and Other Tax Issues (Revised Kiddie Tax)
  • Revised Personal Tax Credits Including New Child Tax Credit
  • Estate and Trust Update

Business Tax Update, January 9, 2019
This session will cover legislative and judicial developments, and IRS pronouncements  as they affect sole proprietorships, corporations, S corporations, partnerships and LLCs. This shall include revisions and new provisions under the Tax Cuts and Jobs Act. The session is designed to assist CPAs in business tax planning and compliance matters. The session will provide coverage of the most recent IRS rulings, procedures, and relevant tax court cases impacting various forms of businesses. Among the areas covered are the following: 

  • Recent Developments regarding Sole Proprietorships and Hobby Loss Provisions (Schedule C and F)
  • New – Net Operating Loss Provisions
  • Revised Section 179 and Bonus Depreciation
  • New – Net Business Interest Expense Deduction
  • Meals and Entertainment Expense Deductions Revised
  • New Rules on Deduction for Fines and Penalties
  • C Corp. Update
  • Expansion of Cash Method of Accounting
  • Business Tax Credit Update
  • S Corporation Update
  • Partnership and LLC Update
  • Employment Tax Update
  • Nonprofit Tax Update
  • Texas Tax Update

Member Registration Register as Guest

Tax Update with Blaise Bender


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