CPA - medium firm
CPA - large firm
Enrolled Agent
Other
We know you’re already well aware of the fact that there are significant changes made to the tax code on an annual basis. You’re also familiar with how detailed these new regulations can be, and how challenging it sometimes is to commit them to memory or to even make sense of them in the first place.
With the far-reaching changes brought about by recent tax reform, careful planning takes on new importance. This webinar presents the most important income tax planning ideas for your clients which you need to consider this year to take advantage of the present and plan for the future. It highlights areas in the income tax return that suggest future opportunities for the individual client.
This interactive 2 credit course will provide you several planning ideas that can be implemented, including:
- HSA’s and HRA’s to reduce medical costs
- Use of the new version of Kiddie Tax
- IRS agents’ hit list including Meals & Travel
- Like-Kind Exchanges – IRC 1031 – The Best Tax Shelter ever
- IRC 121 – Exclusion of gain on sale of personal residences
- Medical Dependents – A missed opportunity to save families money
- Reasonable compensation – Save Payroll Taxes while generating QBI deductions
- Understanding IRC 754 to avoid malpractice
Learning objectives:
- To learn and consider some popular tax planning techniques & ideas.
- To learn how to reduce taxes using legal and tested methods
- How to convince clients to consult their professionals to avoid missing tax saving opportunities
- To work with other professional to design tax savings transactions
- To Identify areas where tax reform may have a more significant impact for individuals and businesses
Douglas Stives, CPA, MBA
Monmouth University
Specialist Professor
dstives@monmouth.edu
(732) 263-5894
Douglas Stives, CPA, MBA, is a full-time professor of accounting at Monmouth University in West Long Branch, New Jersey, where he was honored as “outstanding business professor of the year” in 2009. He completed a BS in BA, and an MBA at Lehigh University and started his career at Price Waterhouse in 1969. Doug joined a small firm that became The Curchin Group in Red Bank, New Jersey, where he was a partner for 34 years and continues as a consultant. In 1989 and 1990, Doug was the youngest president of the New Jersey Society of CPAs. He served the AICPA as a representative to Council, a member of the Tax Division Executive Committee, and chair of several committees. Doug is a frequent speaker for the AICPA and many state CPA societies. He’s been quoted in the New York Times, Wall Street Journal, Forbes, and other national publications and has appeared on CNN, CNBC, PBS, and the three major networks.
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