About this event

Instructor Blaise Bender, CPA, JD.

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

8 CPE credits available 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, beverages, parking, and wifi 

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

Instructor's description of course content:

Individual Income Tax Update       January 9, 2020
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

Business Tax Update       January 10, 2020
This session will cover Legislative, Judicial and IRS guidance of the past year as it impacts Sole Proprietors, Corporations, S Corporations, Partnerships and LLCs. This shall include proposed and final regulations under the Tax Cuts and Jobs Act. The session is designed to assist CPAs in business tax planning matters. The session will provide coverage of the most recent IRS rulings, regulations and procedures, and relevant tax court cases impacting various forms of businesses. Among the areas covered are the following:

  • Recent Developments regarding Sole Proprietors and Hobby Loss Provisions (Schedule C and F)
  • Net Operating Loss Provisions
  • Section 179 and Bonus Depreciation for the upcoming tax filing season
  • Net Business Interest Expense Deduction
  • Updates on Meals and Entertainment Expense Deductions
  • C Corporation Update
  • Update on the Expansion of Cash Method of Accounting
  • Business Tax Credit Update
  • Foreign Income Issues
  • S Corporation Update including Basis Issues
  • Partnership and LLC Update including Partnership Representation Matters
  • Employment Tax Update  and 2020 New Form 1099-NEC Reporting
  • Nonprofit Tax Update
  • Provisions of the Taxpayer First Act of  2019
  • Texas Tax Update
Underwritten by:
Paychex_Blue_Lockup

Member Registration Register as Guest

Tax Update with Blaise Bender


Map to the event location

vCalendar Google Calendar