1804 NE 43rd Avenue Portland, OR 97214

Contact Us: (503) 282-7247

Live Seminar

Date: October 26, 2018
Time: 08:00 am - 04:30 pm
Cost: $190.00 to $260.00
Event Category: Taxes
Phone: (503) 282-7247
Email: info@oaia.net
Holiday Inn - Portland South
25425 SW 95th Avenue
Wilsonville, OR 97070 US
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Ron Roberson
Ron Roberson is a well-known tax lecturer who has more than 20 years of experience teaching throughout the United States. Ron annually speaks to thousands of tax professionals about the latest business and personal tax law developments, using his sense of humor and friendly speaking style to keep people coming back year after year. In addition to authoring multiple tax articles and manuals, Ron also continues to work with his partner in a tax and accounting practice in Sonora, California. Ron includes real life examples from his practice to make tax issues come alive and help complicated subject matter make more sense.

2018 Tax Planning For Individuals

Event Description

This could be the best course you take in 2018.  It has been designed and written exclusively for the planning aspects of the Tax Cuts and Jobs Act and includes dozens of ideas and tools to help taxpayers utilize the income tax opportunities available in the Act.

Designed to guide the practitioner through dozens of old and new planning ideas, the class gives participants the tools needed to help clients through items such as unusual income years, as well as long-term guidance for small businesses and high and low income individuals.  This is a rare course designed for tax planning rather than tax compliance.

This course will discuss options for dealing with the lost deduction for employee business expenses, the limit on itemized deductions for taxes, and the new interest deduction rules.  It will also lead the practitioner through the maze of new thresholds for itemized deductions and guide small business owners with fringe benefit tools.  A number of retirement planning tools are discussed while examining the appropriate uses and modifications allowed for various types of plans.  The chapter for small business owners analyses the attributes of various entity types including the low C corporation tax rate, wages vs dividends and the 20% flow through deduction.

The individual tax planning course is divided into three sub-topics:  planning ideas for the W-2 taxpayer; planning ideas for the small business owner; and planning ideas for everyone.  Each sub chapter includes 15-30 planning tools, checklists and example guidance illustrating the rules and tools needed to utilize the idea presented.

Additional Information

CPE Hours : 8 hours
Level : Intermediate
Prerequisites : None
Field Of Study : Income Tax

Price for members : $190.00
Price for nonmembers : $260.00

Past Seminar.