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Year-End Tax Planning: Thinking Outside the Box (4 hours - morning) – Webcast

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Member Price $195.00

Non-Member Price $245.00

Overview

Tax planning is more than an estimated tax calculation, it’s a process. Where are we now and what can we change? This timely program will highlight significant 2023-24 tax developments and discuss key tax planning ideas for your clients as you prepare for the upcoming tax season. Don’t wait until late December to start planning for your clients!

Highlights

  • Discuss the most recent tax legislation, rulings and developments.
  • Section 163(j) interest expense deduction.
  • 21% corporate tax rate.
  • Medicare tax on high income wages and SE income.
  • Tax provision and 2024 extensions.
  • Timing income and deductions.
  • Alternative minimum tax (AMT) issues.
  • 3.8% net investment income tax.
  • Rediscovering Section 1202 QSBS.
  • Reconsidering choice of entity

Prerequisites

Basic working knowledge of the tax return preparation

Designed For

Practitioners and members in industry seeking a general business and individual tax update or wishing to review key tax topics for planning and preparing client returns.

Objectives

  • Define the "hot issues" facing tax practitioners in planning for client returns.
  • Apply key concepts to special client situations.
  • Review of recent legislation and developments

Leader(s):

Leader Bios

Douglas Van Der Aa, Van Der Aa Tax Ed LLC

Douglas J. Van Der Aa, CPA, JD, is a lively and energetic speaker – especially on the subject of taxes and ethics. He has been a highly rated speaker (consistently rating over 4.75 for both knowledge and presentation) and seminar leader for the AICPA, FTW, CPA associations and other organizations throughout the country  or more than 15 years.

Doug has over 30 years of professional experience, including tax practice in CPA firms and the practice of transactional business and real estate law as an attorney. As a CPA, Doug’s practice concentrated on the tax needs of closely held businesses, with their related passthrough entities, complex individual returns, estates and trusts.

Doug is the president of Van Der Aa Tax Ed, LLC, based out of Grand Rapids, Michigan, and specialized in tax and accounting matters facing today’s tax practitioner.

(3/19/21)

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Non-Member Price $245.00

Member Price $195.00