Events Search
  Summary & Check Out (0)
Thursday, December 19, 2019 Webcast & Roseland

The Best Federal Tax Update Course by Surgent (E1912271)

8:30 AM - 4:30 PM EST

Registration: 8:00 AM EST

NJCPA Learning Center

105 Eisenhower Parkway, Suite 300
Roseland, NJ 07068

webcast

Webcast

8.0 CPE Credits in TX

OVERVIEW

We now have the benefit of the completion of the first full tax season since the issuance of tax reform legislation. 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 after implementation of TCJA. 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 enacted tax law changes
  • Understand strategies and techniques to use in light of tax changes
  • Understand current cases and rulings affecting individuals and businesses

HIGHLIGHTS

  • The SECURE Act, including IRA and RMD changes
  • Section 461 loss limitation rules and the ability to offset income
  • Bonus depreciation rules and expansion of §179
  • Opportunity zones
  • Expansion of number of taxpayers able to use the cash method of accounting
  • Section 163(j) 30% business interest limitation
  • Is the "Employee vs Independent Contractor" conundrum about to explode?
  • Comprehensive coverage of §199A and its alteration of pass-through taxation and planning
  • Relevant state domicile issues which are quickly becoming a new source of practitioner profit
  • Virtual currency
  • Crowdfunding
  • Overtime update
  • Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more
  • Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
  • 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. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.

INSTRUCTOR

Joshua Jenson

Joshua Jenson, CPA

Jenson & Company, CPAs, P.C.

Joshua Jenson has 27 years of public accounting experience in the area of tax, specializing in LLC, partnership, S corporation, and related individual tax matters. He is managing partner of Jenson & Company, CPAs, P.C., which he founded 22 years ago. His firm is known for a boutique service approach, with a focus on tax planning and strategies.

Joshua is a member of the Oklahoma Society of CPAs (OSCPA), the Oklahoma City Chapter of the OSCPA, and the American Institute of CPAs. He serves as Trustee and Chairman of the Educational Foundation and is a public speaker for the OSCPA. Joshua received the 2014 Distinguished CPA Award from the OSCPA in recognition of his involvement in the community and activism in the accounting profession. Offering expert insight on tax issues, Joshua has appeared in numerous Oklahoma TV news interviews and been quoted in several Oklahoma newspaper articles. For over 9 years he was a weekly guest during tax season on a local talk radio station, where he grew to be known as “JJ the CPA.”

Joshua is also an insurance agent with MassMutual, servicing clients through Jenson Insurance Group, specifically with life and disability income insurance needs as part of long-term, generational tax strategies. During his first year of practice, MassMutual ranked him eighth in the country for first-year agents, and named him Rookie of the Year for MassMutual in Oklahoma. He is licensed in Oklahoma, Texas, Kansas, Washington, Illinois, and New Jersey.

Joshua graduated from Abilene Christian University with an accounting degree in 1993, and is a licensed CPA in Oklahoma and Texas.