2018 Trusts & Estates and Individule Tax Planning

Event Description

October 25, 2018 - Trusts and Estates 1041's

This course is written and taught by practicing attorney/CPA Charlie Slade and national trust and estate expert Bill Leonard CPA from the point of view of actual practitioners.  Beginning with a discussion of when returns are required, Charlie and Bill guide participants through teh 1041 preparation maze while providing hands-on guidance from real, expert practitioners regarding types of trusts, return preparation, compliance, allocations and distributions.  Updated for the latest laws in 2018, the course also discusses administration and accounting in 1041's and practical planning advice throughout the day.

October 26, 2018 - 2018 Tax Planning For Individuals

This could be the best course you will 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 practitioners 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 rare course designed for tax planning rather than tax compliance.

This course will discuss options for dealing with the lost deductions for employee business expenses, the limit on itemized dedcutions 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 retirment planning tools are discussed while examining the appropriate uses and modifications allowed for various types of plans.  The chapter for small business owners analyzes the attributes of vairous 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 in 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.