1804 NE 43rd Avenue Portland, OR 97214

Contact Us: (503) 282-7247

Live Seminar

Date: June 7, 2019
Time: 08:00 am - 04:30 pm
Cost: $190.00 to $260.00
Event Category: Taxes,Accounting,Business Tax,Computer Science,Ethics,Personal Tax,Practice Management
Phone: (503) 282-7247
Email: info@oaia.net
Holiday Inn - Portland South
25425 SW 95th Avenue
Wilsonville, OR 97070 US
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Bob Jennings, CPA, EA
Bob is a nationally renowned author and speaker, presenting continuing education classes to over 100,000 tax professionals over the last 20 years all over the world. Bob is a licensed CPA (Indiana), a licensed CFP, an IRS Enrolled Agent and a Registered Tax Return Preparer. Bob is also a prolific author and has published over 60 professional articles in such magazines as the Journal of Accountancy as well as many other professional and consumer publications; annually authors several tax, accounting and technology manuals; and is a regular columnist for FoxBusiness.com. As the founder of his own regional CPA firm in 1984, Bob has dealt exclusively with individual and small business financial issues for over 30 years. Bob appears regularly in the media and has been quoted extensively by numerous publications. He has recorded an extensive number of information videos, DVD’s and instructional clips available on his website at TaxSpeaker.com.

2019 Individual Tax Planning

Event Description

Designed to guide the practitioner through dozens of old and new planning ideas, this 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 as a rarew course designed for tax planning rather than tax compliance.  Suitable for both beginners and long-experienced practitioners, this is an unususal class that is both pernally and client beneficial.

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 adn guide small business owners with fringe benefit tools.  A number of retirment planning tools are discussed while examining the appropriate uses and modifications allowed for various types of plans.  The chapter for small business owners anlyzes the attributes of various entity types including the low C corporation tax rate, wages vs dividends adn the 20% flow through deduction.

The individual tax planning course is divided into three sub-topics:  planning ideas for W-2 taxpayer; planning ideas for small business owner; and planning ideas for everyone.  Each subchapter 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.