Live Webinar

100-minute live streaming program
  • November 9
  • 1:00 - 2:40 pm EST

Also available as:

OnDemand Course

10 Ways Tax Reform Will Impact Individuals

November 9

Gain a better understanding of the top individual income tax provisions being debated by Congress.

With the new administration comes new tax proposals. While nothing has been enacted yet, we are on our way to seeing one of the biggest shifts in tax reform in recent years. Richard Seo and Lauren Shapiro present ‘10 Ways Tax Reform Will Impact Individuals,’ which includes a discussion of the top individual income tax provisions being debated by Congress this fall. Each topic will include an analysis of the current state of the rules, proposals floated by both Democrats and Republicans, and the likelihood of the outcome. A brief discussion of planning tips in consideration of enactment of the proposals will conclude the topic so individual taxpayers across the nation can prepare for the impending changes.

Learning Objectives

  • You will be able to describe both Republican and Democrat tax policies as they apply to reform.
  • You will be able to discuss the various possibilities for dealing with the current SALT deduction cap.
  • You will be able to explain the concepts of capital gains, cryptocurrency, and stepped-up basis.
  • You will be able to recognize the impact of tax reform on individual taxpayers.

Purchase Options

More Program Information

Why Lorman?

Over 34 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

Income Tax Rates
  • Current Rates and TCJA Amendments
  • Legislative Proposals
  • Looking Ahead, Including a Couple of Planning Points
Capital Gains
  • History of Capital Gains and Current Rates
  • Legislative Proposals
  • Looking Ahead and Planning Points
Net Investment Income
  • A Bit About Surtaxes in General
  • Legislative Proposals
  • Looking Ahead and Planning Points
Stepped up Basis
  • History of Legislative Proposals to Fix Stepped up Basis
  • Current Proposals to Fix Stepped up Basis
  • Discussion of Exemption Amounts
  • Looking Ahead and Planning Points
Carried Interest
  • Current Rates and Description of Carried Interest
  • Legislative Proposals
  • Looking Ahead and Planning Points
SALT Cap
  • History and Current Cap on Deduction
  • Legislative Proposals
  • Looking Ahead and Planning Points
Retirement
  • IRAs and Required Minimum Distributions
  • Legislation Proposals
  • Planning Points
Crypto
  • Proposals and Lack of Guidance
  • Wash Sale Rules
  • Looking Ahead
International
  • GILTI, FDII
  • Proposals
  • Planning Ahead
Purchase Options

More Program Information

Why Lorman?

Over 34 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 Course

This course was last revised on October 25, 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).
     
  • AL CLE 1.7
     
  • This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.7 hours credit.
     
  • AR CLE 1.5
     
  • This course has been approved for 1.5 hours of CLE by the Arkansas CLE Board.
     
  • Arizona CLE 1.5
     
  • The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona.
     
  • CA MCLE 1.5
     
  • Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
     
  • CT CLE 1.5
     
  • Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.5 CLE credit(s).
     
  • HI CLE 1.5
     
  • This program was approved by the Hawaii State Board of Continuing Legal Education for 1.5 CLE credit hours.
     
  • IL CLE 1.5
     
  • This course was approved for a total of 1.5 hours of MCLE Credit by the Illinois MCLE Board.
     
  • NH MCLE 1.6
     
  • NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 95 Minutes.
     
  • NJ CLE 2.0
     
  • This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 2.0 hours of total CLE credit.
     
  • PA CLE 1.5
     
  • This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.5 hours of substantive law, practice and procedure CLE credit.
     
  • RI CLE 2.0
     
  • This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 2.0 hours of CLE credit.
     
  • VT CLE 1.5
     
  • This program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.5 hours of CLE credit.
     
  • WI CLE 2.0
     
  • This program has been approved by the Board of Bar Examiners for 2.0 hours for use toward the Wisconsin Mandatory CLE requirement.
     
  • WV MCLE 2.0
     
  • This program has been approved by the West Virginia State Bar MCLE Commission for 2.0 MCLE hours.
     
  • 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: www.nasbaregistry.org. 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 general accounting. 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.
     

Who should attend?

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

Purchase Options

More Program Information

Why Lorman?

Over 34 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

Richard Seo, CPA

Richard Seo, CPA

Crowe LLP

  • Partner, Global Private Client Services, Crowe LLP
  • 17 years providing integrated tax, accounting, consulting services in a variety of industries and sub-groups, including high net worth families, real estate, leasing companies, art/entertainment individuals and firms, investment firms, and professional service firms
  • Professional Affiliate of American Institute of Certified Public Accountants, New York State Society of CPAs, and ASCEND Pan-Asian Leaders
  • B.S. degree in accountancy and economics, Alfred University, and CPA
  • Can be contacted at 646-965-5714 or [email protected]
Lauren Shapiro

Lauren Shapiro

Crowe LLP

  • Manager, Washington National Tax Office, Crowe LLP
  • 14 years providing analysis for Bloomberg BNA’s Estates, Gifts, and Trusts portfolio library
  • Co-contributor to Insights on EGT: The Bloomberg Tax Perspective (2020-2021)
  • Member, Connecticut State Bar
  • LL.M degree in tax, Boston University; J.D. degree, UMASS School of Law
  • Can be contacted at 202-779-9906 or [email protected]
Purchase Options

More Program Information

Why Lorman?

Over 34 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!


  • OnDemand Courses
  • Live Webinars
  • MP3 Downloads
  • Course Manuals
  • Executive Reports
  • White Papers and Articles

Additional benefits include:

  • State Specific Credit Tracker
  • All-Access Pass Course Concierge

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

Sign Up Today
With This Course

Access to all training products for one year
$699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.

Product ID: 409346
Published 2018, 2021
Purchase Options

Register today before this event fills.