The Tax Cuts and Jobs Act [TREF]

Subject:

Feb 12, 2019
Time: 12:15pm - 3:45pm
Taxation

Credit Hours:

4.00

Price:

Member: $150.00
Non-member: $225.00

Discussion Leader:

Susan Smith, CPA

Susan Smith manages her own firm specializing in tax planning for individuals and business owners and is also a frequent speaker at tax conferences. Smith was a Senior Manager in the tax departments of Price Waterhouse and Peat Marwick (the predecessor of KPMG). While at Price Waterhouse, she also held the national specialist designation for the real estate and partnership tax practices. During her time at Peat Marwick, Smith led the real estate and tax practices locally. She was an associate adjunct professor at Widener University in the master's taxation program. Her ratings have consistently exceeded 4.7 on a scale of 5.0. Smith is a two-time recipient of the James L. McCoy Discussion Leader of the Year Award for excellence in teaching. Smith earned her Bachelor of Business Administration degree with an accounting concentration, from the University of Toledo.

Full Description

The Tax Cuts and Jobs Act: A Guide to the Most Sweeping Tax Reform in Over 30 Years (TREF)

February 12, 2019

Westmark Fairbanks Hotel
813 Noble Street
Fairbanks, AK


The Tax Cuts and Jobs Act, passed in December 2017, brought us the largest overhaul to the tax code since 1986. The widespread changes affect many aspects of individual and business taxes, and your clients will be coming to you with a myriad of concerns and planning questions. Dont get caught off guard. This 4-hour seminar will get you up-to-speed on all of the critical aspects of this law and prepare you to effectively advise both your individual and business clients.

Major Topics:
- Reduction in individual and corporate tax rates
- Taxation of pass-through entities
- Deduction of home mortgage interest
- State and local tax deductions
- New alimony rules
- Repeal of the Obamacare individual mandate
- Standard deduction and itemized deductions
- Child tax credit
- Use of 529 accounts
- Survival of personal AMT and repeal of corporate AMT
- Estate and gift tax
- New limitations on business losses
- New depreciation rules and 179 expensing
- Business interest
- Modification of NOL rules
- New credit for employer-paid family and medical leave
- Repatriation of foreign funds

Learning Objectives:
- Understand and apply the categorical changes in the tax law brought about by the Tax Cuts and Jobs Act

Designed For: Tax practitioners seeking to understand the new tax legislation and how it impacts their clients

CPE Credits: 4, Taxation

Level of Knowledge: Update

Prerequisite: Experience with individual and business clients

Acronym: TREF

Discussion Leader: Susan Smith, CPA