Year-End Tax Planning: Thinking Outside the Box
Overview
Tax planning is more than an estimated tax calculation, it's a process. Where are we now and what can we change? This timely program will highlight significant 2022-23 tax developments and discuss key tax planning ideas for your clients as you prepare for the upcoming tax season. Don’t wait until late December to start planning for your clients!
**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Intermediate
Highlights
- Discuss the most recent tax legislation, rulings and developments
- Section 163(j) interest expense deduction
- New 21% corporate tax rate
- Medicare tax on high income wages and SE income
- Tax provision and extensions
- Timing income and deductions
- Alternative minimum tax (AMT) issues
Prerequisites
Basic working knowledge of the tax return preparation
Designed For
Practitioners and members in industry seeking a general business and individual tax update or wishing to review key tax topics for planning and preparing client returns
Objectives
- Identify the "hot issues" facing tax practitioners in planning for client returns
- Apply key concepts to special client situations
- Identify recent legislation and developments
Preparation
None
Leader(s):
Leader Bios
Doug Van Der Aa, Federal Tax Workshops
Douglas J. Van Der Aa, CPA, JD, has been a highly rated speaker and seminar leader for CPA Associations and other organizations throughout the country for more than 18 years. Doug has over 25 years of professional experience, including tax practice in CPA firms and the practice of transactional business and real estate law as an attorney. He taught for 12 years as an Adjunct Instructor and for one year as Assistant Professor of Accounting and Taxation for Grand Valley State University's Seidman College of Business, where he taught in both the undergraduate and MST programs.
Non-Member Price $159.00
Member Price $129.00