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Date / Time / Location

Friday, December 20, 2019
9:00 AM - 5:00 PM

Webcast

CPE Credits

  • 8.00 CPE Credits in TX

Pricing

  • $259.00 - Member
  • $259.00 - Non Member

Course Developer

Qualifies For

  • CFP
In this course, tax advisors will be fully updated on the most important aspects of tax reform as well as major trends on the horizon with a view toward planning. Individual, partnership and corporate taxation, as altered by tax reform, will be included. As both formal and informal guidance is issued, you will be kept fully up-to-date.

Designed For

CPAs who need to know the latest tax law changes in all areas of practice.

Benefits

  • Understand the latest tax law changes
  • Understand strategies and techniques to use in light of tax changes
  • Understand current cases and rulings affecting individuals and businesses

Highlights

  • New loss limitation rules applicable to NOLs and the ability to offset income
  • Revised home mortgage interest deduction
  • Treatment of state and local taxes
  • Monumental changes to the treatment of alimony for both payor and payee
  • Section 1031 like-kind exchanges
  • Carried interest
  • New deferral possibility for stock options
  • New bonus depreciation rules and expansion of §179
  • Expansion of number of taxpayers able to use the cash method of accounting
  • 30% business interest limitation
  • New rules on entertainment expenses, including meals
  • New business credit for wages paid due to family and medical leave
  • Doubling of estate and gift tax exemption to $22.36M for a married couple
  • Comprehensive coverage of the emerging flagship item of tax reform, §199A and its alteration of pass-through taxation and planning
  • Relevant state domicile issues which are quickly becoming a new source of practitioner profit
  • Review of pertinent cases and rulings affecting taxpayers
  • Practice aids, including all the numbers applicable for the current year - inflation-adjusted amounts, mileage rates, retirement contributions and more
  • The latest issues related to any other late-breaking tax law changes

Course Level

Update

Prerequisites

Experience with individual and business clients.

Advance Preparation

None

Additional Notes

  • This seminar qualifies for CFP credit.
  • This seminar qualifies for IRS credit.

Course materials are distributed electronically and we’ve passed the savings along to you - registrants save $20 on all 8-hour seminar pricing. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.

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Note: Online pre-registration will be closed on Dec 20 at 8:30 AM.
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Registrations will be accepted at the door.

Robert Lickwar

Robert Lickwar, CPA

Experience Bob has more than 30 years of experience as a practicing CPA, and has worked exclusively with privately held businesses and owners to provide compliance services and sophisticated tax planning strategies including like-kind exchanges, tax efficient workouts and restructurings, reorganizations and estate planning services. He has assisted the firm's clients in the development of tax-favored and other retirement plans, and has worked with the firm's partners in developing tax efficient succession transitions, including acquisitions and sales of businesses. He also has extensive experience in dealing with tax authorities at both the federal and state levels. Specialty Areas Bob is one of the foremost experts in the taxation of small businesses and their owners, specializing in many areas of domestic taxation, including real estate, multi state, business and individual taxation. Education, Professional Development and Memberships Bob graduated from Central Connecticut State University with a B.S. degree in Accounting in 1985. He completed the Master of Science in Taxation program at the University of Hartford. He is a frequent lecturer on various tax topics, including issues related to the taxation of real estate professionals and tax aspects related to corporate and individual debtors for the American Institute of CPA's. He speaks annually at the Connecticut Society of CPA's State Tax Forum, providing legislative and regulatory updates in many areas of state taxation. He has presented at seminars to small business for the Berlin and Farmington Continuing Adult Education programs, and has answered tax questions for local radio stations. Bob is a past chair of the Connecticut Society of CPA's State Tax Committee, and received the organization's distinguished author award for a tax related article in 1995. As former chair, he testified on behalf of the society regarding tax bills proposed in legislative sessions. He has contributed to articles presented in Taxation for Accountants, The Journal of Accountancy, and local newspapers. He is a member of the American Institute of Certified Public Accountants and related tax sections, and the Connecticut Society of Certified Public Accountants and related State Tax Committee. Community Service Bob is the past treasurer for the Berlin-Kensington YMCA, and a board member of the New Britain YMCA. He is a past member of the St. Ann Church (New Britain) Parish Council and Finance Committees.

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