Getting Technical with Tax Webinar Series

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  • October 29, November 4, November 11, and November 18
  • Webinar
  • Hosting Speaking

It has been a year of tax changes. CLA has developed a technical series that will discuss the latest tax legislation affecting individuals and businesses as a result of COVID-19 and other tax developments. These sessions are created by CLA’s most experienced tax practitioners. You will leave with tax planning strategies and ideas to improve cash flow for individuals and small businesses.

Who should attend

Tax professionals, whether in public practice or industry, who need technical training around new federal tax legislation, IRS guidance, and recent court decisions

Register

Registration Fee

$89 per webinar

Webinars

October 29 – Business Taxation Developments
1 – 3 p.m. CT

During this update on business taxation, we will:

  • Dissect the final Section 163(j) regulations for the business interest expense limitation
  • Review the new payroll and employee retention credits
  • Examine the new meals and entertainment regulations
  • Walk through examples of the new carryback of NOLs under the CARES Act

Learning objectives:

  • Identify which interest expense is subject to limitation
  • Recognize how to correct depreciation for Qualified Improvement Property
  • Identify options for small businesses to account for inventories
  • Explain the benefits and risks of carrying back NOLs

Speakers

Recommended CPE

2 Credits Taxes

November 4 – Entity Taxation Developments
1 – 3 p.m. CT

During this update on entity taxation, we will cover:

  • Illustrations of partner capital accounts on Schedules K-1
  • Using a C corporation for hobby or investment activities
  • The latest partnership centralized audit regime guidance
  • The new UBTI regulations

Learning objectives:

  • Determine allocations of partnership liabilities
  • Identify when a contribution to or distribution from a partnership constitutes a disguised sale
  • Recall how to file a refund claim for the repeal of the church parking tax
  • Identify exposure for constructive dividends from a closely held corporation

Speakers

Recommended CPE

2 Credits Taxes

November 11 – Individual Taxation Developments
1 – 3 p.m. CT

During this update on individual taxation, we will cover:

  • Examine IRS and case law developments affecting Schedule A items
  • Examples of the latest guidance affecting the calculation for the Section 199A deduction
  • Survey IRS challenges to charitable contribution deductions
  • Explore the modifications made to investing in Opportunity Zones by the final regulations

Learning objectives:

  • Review the interaction between economic impact payments and the 2020 recovery rebate credit
  • Identify Kiddie Tax refund opportunities
  • Recognize the ordering rules for deducting 2020 charitable contributions after the CARES Act
  • Determine the proper timing for claiming bad debt and theft loss deductions

Speakers

Recommended CPE

2 Credits Taxes

November 18 – Compensation and IRS Developments
1 – 3 p.m. CT

During this update on compensation and IRS developments, we will:

  • Discuss new IRS campaigns to identify examination issues
  • Explore recent guidance affecting fringe benefits
  • Study the changes made to retirement planning by the SECURE Act
  • Dig into self-employment tax updates

Learning objectives:

  • Identify alternatives to the stretch IRA
  • Discern the changes to RMDs after the SECURE and CARES Acts
  • Evaluate penalties for failures and how to establish reasonable cause
  • Explain the final rules for PTIN fees

Speakers

Recommended CPE

2 Credits Taxes

 

CPE

Recommended CPE: Up to 8 credits available (Taxes)
Program level: Update
Advance preparation: None
Delivery method: Group Internet Based

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Event Cancellation Policy

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