Top 10 Tax Topics This Year
Overview
Join us for our annual expedition through the harbors and swamps on the tax landscape this season. We will uncover the top issues with wide applicability and importance this year and explore the practical implications, potential pitfalls, and planning opportunities. Continually updated for items regarding tax reform.
Highlights
Tax guide to exit planning Partnership considerations: section 754 elections and section 743 C to S corporation conversions Recurring basis issues At-risk basis rules and Form 6198 New developments relating to IRS audits Status of audits for high-income and high-net-worth individuals The Dirty Dozen Residency and domicile Crowfunding: basic economics and related tax consequences Choosing the right business entity
Prerequisites
One or more years of experience in planning for individual and business clients
Designed For
Accounting and Financial Professionals who want an in-depth discussion of the current tax issues that affect all clients
Objectives
Understand the most important hot button issues that have emerged as areas of concern to the IRS, taxpayers, and tax advisors Understand a broad range of tax subjects for both individuals and business owners Recognize tax planning opportunities that may present themselv
Preparation
None
Leader(s):
Leader Bios
William Taylor
William F. (Bill) Taylor, CPA is President of Lifetime Financial Solutions, LLC, a financial coaching firm, and a CPA in private practice. Since retiring as Community Bank President of Renasant Bank in Water Valley, MS, he has served as an adjunct assistant professor in the MBA program at the University of Mississippi. Bill has worked in the employee benefit and investment fields for over 25 years, beginning his career as the Employee Benefits Coordinator in the Jackson, MS, office of KPMG Peat Marwick and managing his own firm since 1999. A nationally known consultant and speaker, Bill has conducted seminars for the American Institute of Certified Public Accountants, the American Society of Pension Professionals & Actuaries, CPA and bar associations in 45 states, and many private organizations. He has been awarded both the AICPA Outstanding Discussion Leader award and the James L. McCoy Discussion Leader of the Year Award from Surgent CPE. Bill is the author of Taxation of Employee Benefits Volume I and Volume II, and his articles have appeared in numerous publications.
Non-Member Price $410.00
Member Price $285.00