TaxConnections

Organization

Kentucky Society of CPAs

Type of Event

Webinar

Location of Event

Gratzer Education Center

Contact Information

Kim Puckett
kpuckett@kycpa.org
502-266-5272

CPE/CLE Credits

8 CPE

Fee

Register by October 10th for early bird discount. Early Bird Fee: Member Price:$299 Non-member Price:$399

Organization Website

Kentucky Society of CPAs

Individual Tax Planning

Louisville, Kentucky, 40299
October 31st, 2019
8:00 AM (UTC -5:00), Kentucky, USA

Event Speaker

Event Description

Also available to attend in-person.


Overview

The individual tax planning course is divided into three sub-topics: planning ideas for the W-2 taxpayer; planning ideas for the small business owner; and planning ideas for everyone. Each subchapter includes 15-30 planning tools, checklists and example guidance illustrating the rules and tools needed to utilize the idea presented.

Designed to guide the practitioner through dozens of old and new planning ideas, this class gives participants the tools needed to help clients through items such as unusual income years, as well as long-term guidance for small businesses and high- and low-income individuals. It is a course designed for tax planning rather than tax compliance. Suitable for both beginners and long-experienced practitioners, this is an unusual class that is both personally and client-beneficial.

This course will discuss options for dealing with the lost deduction for employee business expenses, the limit on itemized deductions for taxes, and the new interest deduction rules. It will also lead the practitioner through the maze of new thresholds for itemized deductions and guide small business owners with fringe benefit tools. A number of retirement planning tools are discussed while examining the appropriate uses and modifications allowed for various types of plans. The chapter for small business owners analyzes the attributes of various entity types including the low C corporation tax rate, wages vs/ dividends and the 20% flow through deduction.

The individual tax planning course is divided into three sub-topics: planning ideas for the W-2 taxpayer; planning ideas for the small business owner; and planning ideas for everyone. Each subchapter includes 15-30 planning tools, checklists and example guidance illustrating the rules and tools needed to utilize the idea presented.

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