Events Search
  Summary & Check Out (0)

Date / Time / Location

Friday, December 6, 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
This highly informative course responds to all of the latest tax law developments with a full update on changed requirements and a thorough discussion of the planning opportunities that you need to understand to help your clients respond effectively. You will come away from the course with the up-to-date knowledge you need to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs.

Designed For

All tax practitioners who need the latest information on tax changes affecting their individual clients.

Benefits

  • Understand strategies and tactics to use in light of tax reform
  • Understand the most current guidance on retirement planning
  • Understand how to nail down valuable deductions and other reductions to the tax base

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
  • New rules on entertainment expenses, including meals
  • Doubling of estate and gift tax exemption to $22.36M for a married couple
  • Comprehensive coverage of the emerging flagship item of tax reform, Section 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 in individual tax planning.

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.

Pre-Registration Closed

Online pre-registration for this event is now closed.

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.

Login Required!

You must be logged in to register for events. Please click here to login. You will redirected back to this page after logging in.

Don't have an account?

Not a problem. Use the Register section on the login page to create an account. You will be redirected back to this page after creating your account.

Pre-Registration Closed

Online pre-registration for this event is now closed.