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Uncovering Overlooked Tax Breaks: Planning Considerations in 2018

Gain a better understanding of how the impact of new tax changes can uncover tax breaks for your clients.

The impact of the Tax Cuts and Job Act of 2018 (TCJA) will have varying effects on business owners and individual taxpayers at year end. So far what has been discussed and published are the high level upswings and fallouts of the Act. What has not been widely publicized are certain planning opportunities which are implicit in the language of TCJA. This material takes a look at these overlooked tax benefits that present unique planning considerations.

Runtime: 109 minutes
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Why Lorman?

Over 31 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

Overview of the Tax Cuts and Job Act of 2018

  • Individual Tax Rate Changes
  • Business Tax Rate Changes
  • Estate and Trust Tax Rate Changes
  • Review 30 Major Tax Law Changes Affecting
    • SCorporations, Partnerships and LLCs
    • Individuals
    • Estates and Trusts
    • CCorporations

Planning for Shareholders of Closely Held Corporations

  • How Tax Rates of TCJA May Reduce Liabilities Through Business Restructuring
  • 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

After Attending This Live Webinar You Will Be Able to

  • Recognize 30 Major Tax Changes That Will Affect Most Taxpayers
  • Identify Ways to Use Certain TCJ Provisions for the Purpose of Reducing Taxable Income
  • Identify Ways to Plan Against the Loss of Certain Tax Benefits
  • Recognize Ways to Transition Tax Rules Into Tax Strategies
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More Program Information

Why Lorman?

Over 31 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 September 20, 2018.

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

  • Enrolled Agents 2.0
     
  • This program qualifies for 2.0 hours of Continuing Education Credit for enrolled agents under Treasury Department Circular #230 Section 10.6(g).
     

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 31 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

Ernest Pete Lewis, M.B.A., CPA, EA

Ernest Pete Lewis, M.B.A., CPA, EA

Lewis & Associates Tax Planning, Inc.

E. Pete Lewis, M.B.A., CPA, EA

  • Principal in Lewis & Associates Tax Planning, Inc.
  • Firm specializes in IRS and Illinois tax debt relief, tax planning, audit representation and tax compliance for business owners and individuals
  • More than 30 years of tax experience working in public accounting, legal and corporate environments
  • Adjunct professor at De Paul University and University of Phoenix
  • Awarded national Faculty of the Year in 2016 by University of Phoenix
  • M.B.A. degree in finance, Dominican University; CPA and EA admitted to practice before the IRS
  • Can be contacted at 630-845-9664, [email protected] or www.taxadvisorstcharles.com
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Why Lorman?

Over 31 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
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  • MP3 Downloads
  • Course Manuals
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  • White Papers and Articles
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Additional benefits include:

  • State Specific Credit Tracker
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* For audio recordings you only pay shipping

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Product ID: 404047
Published 2018
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