Quarterly Tax Update: Winter 2018 (Completed)

Date: Wednesday, December 12, 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 Quarterly Update in the Year of the Tax Cuts and Jobs Act Implementation
In a year of massive tax changes and nonstop developments from the Tax Cuts and Jobs Act of 2017, this quarterly update presentation by well-known instructor Annette Nellen will provide you a critical 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--especially TCJA.

Targeted Especially for Individual and Small Business Clients
Ms. Nellen will emphasize those developments 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 all tax practitioners at all levels who must efficiently stay on top of key federal and state developments of most relevance to individual and small business clients.

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
  • 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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