Pittsburgh 2020 Year-End Tax Update
- 12/16/2020
- Webinar
- Hosting Speaking
Event materials
- Presentation Slides: Pittsburgh 2020 Year-End Tax Update
- Recording: Pittsburgh 2020 Year-End Tax Update
8 a.m. – noon ET
Recommended CPE: 4 credits available (3 credit Taxes, 1 credit Finance)
Join us for this complimentary 2020 year-end tax update. Attendees will have the opportunity to learn and take part in discussions on various topics, including tax effects of CARES, SECURE and PPP & business structuring, outbound tax implications of tax cuts and the Jobs Act, the current status on Wayfair, and how to avoid investment mistakes.
At the end of this session, you will be able to:
- Identify the effects of the new tax laws passed during 2020, including effect on 2020 tax filings and 2021 tax year
- Discuss tax-advantageous business structuring
- Identify controlled foreign corporations (CFCs)
- Recognize U.S. tax implications of CFC ownership before and after the Tax Cuts and Jobs Act
- Recognize key changes with state & local tax with regard to various taxes (income tax/gross receipt tax and sales tax)
- Discuss various state court cases decided in past year and pertinent pending cases or legislation
- Explain current Wayfair status and various state audit activity
- Describe commonly made investment mistakes
- Review behavioral factors in financial decision making
- Recognize the impact of an election year on the investment marketplace
Who should attend
This session is designed for controllers, CFOs, accountants, and executive and finance leaders of small and mid-sized organizations, including those who are going through periods of growth or change, adapting to COVID-19 created circumstances, or are looking for ways to enhance their finance and accounting functions for the future.
Speakers
- Tom Schneider, Manager, CLA
- Jill Boland, Director, CLA
- Theresa Mullen, Manager, CLA
- Julian Einfrank, CFP®, Senior Wealth Advisor, CliftonLarsonAllen Wealth Advisors, LLC
Please register by December 14, 2020, as space is limited.
You will receive your webinar link in your confirmation email after registering.
Agenda
7:55 – 8 a.m. Welcome
8 – 8:50 a.m.
- Identify the effects of the new tax laws passed during 2020, including the effect on 2020 tax filings and 2021 tax year
- Discuss tax-advantageous business structuring
8:50 – 9 a.m. Wellness Break
9 – 9:50 a.m.
- Identify controlled foreign corporations (CFCs)
- Compare U.S. tax implications of CFC ownership before and after the Tax Cuts and Jobs Act
9:50 – 10 a.m. Wellness Break
10 – 10:50 a.m.
- Recognize key changes with state & local tax with regard to various taxes (income tax/gross receipt tax and sales tax)
- Discuss various state court cases decided in the past year and pertinent pending cases or legislation
- Explain current Wayfair status and various state audit activity
10:50 – 11 a.m. Wellness Break
11 – 11:50 a.m.
- Describe commonly made investment mistakes
- Review behavioral factors in financial decision making
- Recognize the impact of an election year on the investment marketplace
Can’t make it?
Check out our event calendar to see what else is happening.
CPE
Recommended CPE: 4 credits available (3 credit Taxes, 1 credit Finance)
Prerequisites: None
Program level: Overview
Advance preparation: None
Delivery method: Group Internet Based
