Both businesses and individual clients face major changes as a result of tax reform, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest tax legislation applicable to individual and business clients. Continually updated to reflect enacted legislation.
Learning Objectives
- Understand strategies and tactics to use in light of new legislation
- Understand how to nail down valuable deductions and other reductions to the tax base
Major Topics
- Timely coverage of breaking tax legislation
- Real Estate professional requirements
- Review of pertinent cases and rulings affecting taxpayers
- Sale of Passthrough Entity Interests & Net Investment Income Tax
- analyze the tax implications of selling interests in Passthrough entities, and how the Net Investment Income Tax (NIIT) applies to these transactions
- Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
