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TAX REFORM: CUTTING EDGE TAX PLANNING FOR HIGH NET WORTH AND INCOME

Cost Free   CPE Credits 1.5 hours     1 hour for EAs (Federal Tax Update)    Course Id# - HURS9-U-00267-18-O  Subject Area Taxes  Course Level Update  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CPA - small firm
CPA - medium firm
CPA - large firm
Enrolled Agent 
Series: Tax Reform, Enrolled Agents, Taxes 
Course Description

The Tax Cuts and Jobs Act dramatically alters the tax planning playing field for high net worth and high income individuals. This compels wholly different strategies to play out.

Learning Objectives:


  • Playing the Game under the Tax Cuts and Jobs Act

  • Rate cut mania – How to grab it while it’s good

  • §199A pass-through deduction (QBID) – Structure, balance, timing and more structure

  • Strategies with charitable contributions, SALT, mortgage interest, standard deduction and more

  • How the AMT might still bite and how to close its jaws

  • Choice of entity fruit basket upset – Or is it?

  • Altered after-tax yield impact on investing

  • Timing, timing, timing, cost recovery and the new loss limitation rules

  • How the gutted and rebuilt kiddie tax plays out for the wealthy

  • Estate and gift strategies in this crazy lucrative time window

  • The transfer tax vs. income tax face off

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Bradley Burnett, J.D., LL.M., is a practicing Colorado tax attorney with 33 years of tax practice experience. His practice emphasis is on tax planning and tax controversy resolution. Mr. Burnett has delivered more than 3,000 presentations on U.S. tax law throughout all fifty U.S. states, Washington, D.C., the Bahamas, Italy, Greece, Turkey and Canada. He has authored texts of 35 CPE courses. Mr. Burnett’s seminar style is to deliver the subject matter in briskly paced, enthusiastic and witty fashion. His forte is the candid communication of practical ideas relating to tax law.

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Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

Irs

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

Surprep
SurePrep is the leader in 1040 productivity for CPA firms. We deliver seamless integration with your existing tax software to automate and streamline the entire 1040 process for both the taxpayer and CPA. Our solutions are used by more than 19,000 tax professionals ranging from Big 4 firms to sole practitioners to reduce administrative costs, automate workpaper preparation, maximize review efficiency and improve client service. For more information visit www.sureprep.com.