Tax Advisors Update (Webinar)  (TAU-WEB)

8.00 CPE Credit Hours

Stay on track with important tax updates, guidance and tips you'll need to ensure a successful tax season and meaningful planning conversations with clients. Uncover the most critical aspects of recent federal tax legislation, from tax reform impacts to pandemic-related tax developments. Look at the issues and planning ideas from the tax practitioner perspective, gain clarity on IRS guidance and court decisions and leave with insights to maximize useful tax strategies for your clients. Continually updated to include late-breaking tax news or guidance, this course gives you up-to-the-minute insights on what you need to know.

Designed For

CPAs and tax advisers who need to know the latest tax law changes affecting businesses and individuals

Objective

• Identify valuable tax credits available for your clients
• Calculate tax basis capital accounts
• Evaluate risks and opportunities regarding individual deductions
  
  

Highlights

• Final small business taxpayer regulations
• Examples of partnership tax basis capital account calculations
• Tax provisions from the Consolidated Appropriations Act (CAA) and other pandemic-related legislation
• Real-world planning tips and examples from a practitioner's viewpoint
• New and extended tax credits
• Final 1031 regulations
• Developments related to Schedule A and other individual deductions
• Most recent guidance for the qualified business income (QBI) deduction
  

Prerequisites

Experience with tax preparation and planning recommended

Advanced Preparation

None

Developer
CliftonLarsonAllen

Presenters
Daniel Greenhagen, CliftonLarsonAllen
Terri Lillesand, CliftonLarsonAllen

Level of Knowledge
Update