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Live Webinar

100-minute live streaming program
  • September 20
  • 1:00 - 2:40 pm EST

Also available as:

OnDemand Webinar
Audio & Reference Manual
MP3 Download

Uncovering Overlooked Tax Breaks: Planning Considerations in 2018

September 20

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.

Learning Objectives

- You will be able to recognize 30 major tax changes that will affect most tax-payers.

- You will be able to Identify ways to use certain TCJ provisions for the purpose of reducing taxable income.

- You will be able to review ways to plan against the loss of certain tax benefits.

- You will be able to discuss ways to transition tax rules into tax strategies

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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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Can't Attend?

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 March 19, 2018.

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

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

Live Webinar Registration

  • AIPB 2.0
     
  • This program is acceptable for 2.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • 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).
     
  • CPE 2.0 including Taxes 2
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a 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: basic knowledge of taxation. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure 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. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     
  • Lorman Business Center, Inc. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Taxation for 2.0 hours.
     

Audio & Reference Manual

  • Arizona CLE 1.25
     
  • CA MCLE 1.25
     
  • CT CLE 1.0
     
  • GA CLE 1.5
     
  • HI CLE 1.25
     
  • IL CLE 1.25
     
  • ME CLE 1.0
     
  • MT CLE 1.5
     
  • NJ CLE 1.7
     
  • NV CLE 1.0
     
  • VT CLE 1.25
     
  • WA CLE 1.25
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

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

MP3 Download

  • Arizona CLE 1.25
     
  • CA MCLE 1.25
     
  • CT CLE 1.0
     
  • HI CLE 1.25
     
  • IL CLE 1.25
     
  • ME CLE 1.0
     
  • MT CLE 1.5
     
  • NJ CLE 1.7
     
  • NV CLE 1.0
     
  • VT CLE 1.25
     
  • WA CLE 1.25
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

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

Who should attend?

This live webinar is designed for accountants, CPAs, CFOs, controllers, accounts payable professionals, tax managers, presidents, vice presidents, business owners and managers,bookkeepers and enrolled agents.

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Can't Attend?

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.

Faculty

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

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

Lewis & Associates Tax Planning, Inc.

  • 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 or [email protected]
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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
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  • 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

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Product ID: 404047
Published 2018
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