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OnDemand Webinar

10 Ways Tax Reform Will Impact Individuals

Gain a better understanding of the top provisions and issues that will impact individual taxpayers.

The impact of the Tax Cuts and Job Act of 2018 (TCJA) will have varying effects on individual taxpayers at year end. Some will benefit from the new rules, others will find their tax base increased and yet others will experience little or no change from 2017. This topic takes a look at the structure of this legislation and what it means in terms of policies and procedures for filing income tax in 2018.

Learning Objectives

  • You will be able to identify the individual tax changes under the Tax Cuts and Jobs Act of 2017.
  • You will be able to identify the business tax changes under the Tax Cuts and Jobs Act of 2017.
  • You will be able to identify the changes related to business expenses under the 2017 Tax Cuts and Jobs Act.
  • You will be able to identify the tax benefits related to Captive Insurance.

Runtime: 102 minutes
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Analysis of the Tax Cuts and Job Act of 2018

  • Individual Tax Rate Changes
  • Business Tax Rate Changes
  • Estate and Trust Tax Rate Changes
  • Review 10 Major Tax Law Changes Affecting Individuals Who Are
    • Wage Earners
    • Business Owners of Passthrough Entities
    • Investors
    • Beneficiaries of Trusts and Estates

Planning for Business Owners Under TCJA

  • How Business Restructuring May Reduce Tax Liabilities
  • The Silver Lining Under New Section 1031 Like-Kind Exchange Rules
  • How Employee/Shareholders May Recover From the Loss of Unreimbursed Business Deductions
  • Survival of the Specific Identification Stock Matching Continues to Release Deferred Stock Losses Trapped in "Wash Sale Rules"
  • Survival of Tax Breaks Inherent in Captive Business Insurance Premiums
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on January 10, 2019.

Call 1-866-352-9540 for further credit information.

  • CPE/NASBA - QAS Self Study 2.0 including Taxes 2
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a QAS Self Study sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.0 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Taxes for 2.0 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: QAS Self Study. Please refer to the information in this advertisement for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.
     
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

E. Pete Lewis, MBA, CPA, EA

E. Pete Lewis, MBA, CPA, EA

Lewis & Associates Tax Planning, Inc.

  • Principal at Lewis & Associates Tax Planning, Inc., (LATP) in St. Charles, Illinois
  • CPA and enrolled agent admitted to practice before the IRS
  • Organized LATP in 2008 after spending 30 years of working in tax management positions for Chicago area law firms, public accounting firms and corporations
  • Conducts live workshops and webinars on tax planning topics and IRS debt resolution strategies His practice concentrates on tax planning, tax controversy and IRS representation
  • Adjunct professor at DePaul University’s School of New Learning and University of Phoenix, Chicago on-ground campus
  • Can be contacted at 630-845-9664, [email protected], or www.taxadvisorstcharles.com
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 405527
Published 2019
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