Quarterly Tax Update: Winter 2018 (Completed)

Date: Wednesday, November 28, 2018
Instructor: Annette Nellen
Begin Time:  9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time
CPE Credit:  2 hours for CPAs
2 hours Federal Tax Updates for CTEC
2 hours Federal Tax Law Updates for EAs and OTRPs

Critical Tax Update on Tax Cuts and Jobs Acts, other Developments
These quarterly update presentations provide an opportunity to stay on top of developments that directly and indirectly affect your clients and your practice. The focus is on key guidance from legislatures, tax agencies and the courts that represent new interpretations, as well as guidance on new laws. This year more than ever, you need to be aware of these developments and how they will affect the 2018 filing season that will soon begin.

Top Issues for Individual and Small Business Taxpayers
The updates will emphasis those most relevant to individuals and small businesses. In addition to federal developments, key state and multistate issues likely to have a broad impact will be covered. This series will help you stay on top of the constant change in tax guidance, build a stronger foundation for tax planning, and identify possible practice development areas.

Who Should Attend
CPAs, EAs, and tax practitioners at all levels who are looking for a way to efficiently stay on top of key federal and state developments of most relevance to individuals and small businesses.

Topics Covered

  • Guidance under the Tax Cuts and Jobs Act (Public Law 115-97; 12/22/17)
  • Planning and issues presented by federal and state tax reform
  • Recent rulings on income, deductions and losses
  • Practice and procedure updates
  • Due diligence lessons from recent rulings
  • State response to the Wayfair decision and relevance to businesses and their customers
  • New technologies, ways of doing business, and investing and the relevant tax guidance, issues, and planning
  • And more

Learning Objectives

  • Identify key developments from legislatures, tax agencies and the courts
  • Recognize law changes that may affect your clients and your practice


Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
A basic understanding of tax preparation.

Advance Preparation

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