Federal Tax Update Individuals & Businesses


Tuesday, January 14, 2020 · 2:00 – 4:30 PM ET

You have one year from airing date to use this course as credit.

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Continuing Education

CPE Program Knowledge Level: Update
3 CPE Credit; NO prerequisites or advance preparation
CTEC Course #: Coming Soon
IRS/RPO Approved Program
IRS RPO Course #: Coming Soon

For this 3 credit program you need to have purchased a 15 Credit or 3 Credit package

Program Content

This online learning program, presented as a live webcast, will be also archived for QAS Self Study. The program will be available for viewing for 12 months after the live webcast. A panel of IRS and industry experts will present the content during a live, interactive discussion, where participant questions can be submitted. Questions will be answered live on the program or posted on the Resources page.

The program, through a lively round-table discussion and real time interaction with the audience, looks at the administrative and legislative changes to the rules affecting the filing of both individual and business returns for the 2019 tax year, including any enacted or proposed tax reform. Panelists will provide updates on the start of the current filing season and the implementation of the provisions of the Tax Cut and Jobs Act. Panelists will also review tax provisions that are expiring or have expired and the prospects for extending those provisions. Panelists will discuss recent legislative and administrative developments relating to filing 2019 tax returns to ensure complete understanding.

By the end of the program, participants will have a practical understanding, through accurate, current, and effectively designed communications, of the changes to tax forms for the 2019 filing season, new legislation and guidance affecting those returns, and how to avoid the potential problems that may arise.

Program Learning Objectives

  1. Identify the amount of the federal estate and gift tax exemption.
  2. Identify the 2020 standard mileage rate.
  3. Identify what changes from TCJA start in 2019.
  4. Identify the inflation adjustments for 2019.

Program Outline

  • Individual Returns
    • Inflation adjustments
    • Changes to Forms and Schedules
    • New IRS guidance affecting 2019 returns
    • Anticipated problems

  • 2019 Legislation Affecting Individuals
    • Deductions
    • Tax credits
    • Exclusions from income
    • Return filing
      • Form 1040SR
      • Basis reporting requirements
    • Last minute legislation

  • Business Returns
    • Inflation adjustments
    • Changes to Forms and Schedules
    • New IRS guidance affecting 2019 returns
    • Anticipated problems

  • 2019 Legislation Affecting Businesses
    • Deductions
    • Tax credits
    • Partnership audit rules revisited
    • Last minute legislation

Panelists

Moderator

Alan Pinck, EA
A. Pinck & Associates

Alan Pinck is an Enrolled Agent with over 25 years of tax preparation experience in the San Francisco Bay Area. He has built a practice specializing in individual, small business tax preparation and audit representation. He is currently a speaker at the NTPI events, CSEA Super Seminar as well as a variety of other presentations for tax groups and small business associations. Having represented thousands of tax returns in audit, Alan has obtained tremendous insight of the audit process as well as knowledge on a wide variety of tax issues.

IRS Panelists

To come soon!

 

Industry Panelists

To come soon!

Content Consultant

David F. Windish, J.D., LL.M
Content Consultant

David F. Windish, J.D., LL.M. in taxation, is a tax attorney and consultant. He has served as an instructor of tax-advantaged investments at the New York Institute of Finance; an Instructor of business law at the U.S. Merchant Marine Academy, Kings Point, N.Y.; and an adjunct professor at George Mason University, Fairfax, Va. He has also served as executive editor for Tax Analysts; managing editor for Business Strategies, published by CCH; and senior editor for the Institute for Business Planning.

Mr. Windish is the author of Practical Guide to Real Estate Taxation, published by CCH and currently going into its sixth edition. Earlier works include Tax Advantaged Investments and Investor's Guide to Limited Partnerships, both published by the New York Institute of Finance. Through the Center for Video Education, he authored continuing education courses dealing with real estate and closely held corporations. Those courses included readings, case studies, and videotape segments.

Mr. Windish is a graduate of Rutgers University Law School and the New York University School of Law, Graduate Division. He has been heard as a guest speaker at professional meetings and seminars and on popular radio programs.

 

 

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