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Overview

8.0 Credits
ONLINE

Join us for our annual expedition through the harbors and swamps on the tax landscape this season. Uncover the top issues with broad applicability and importance and explore the practical implications, potential pitfalls and planning opportunities. The material is continually updated for items regarding tax reform.

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 themselves

Major Topics

  • Overview of virtual currency
  • Domicile and taxation
  • Employing life insurance
  • Mechanics of loss limitations
  • Donor-advised funds
  • State tax nexus
  • State trends in apportionment, passthrough entity (PTE) taxes, and other business considerations
  • HIPAA: what professionals need to know
  • Listed property, luxury auto limits, and taxable employee compensation
  • Buy-sell agreements and redemption agreements

Prerequisite

One or more years of experience in planning for individual and business clients

Sessions

Please select the appropriate session or option below to continue with your online purchase

Thursday, December 12, 2024

General Sessions
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