- Location
It has been a year of tax changes. Join CLA for a technical series that reviews the most significant tax legislation, regulations, and administrative guidance affecting individuals and businesses. With sessions created by CLA’s most experienced tax practitioners, you’ll leave with tax planning strategies and ideas to improve cash flow.
Who should attend
These sessions are designed for tax professionals, whether in public practice or industry, who need technical training around new federal tax legislation, treasury regulations, IRS guidance, and recent court decisions.
RegisterRegistration Fee
$89 per webinar
Sessions — All take place 1 – 3 p.m. CT
There will be multiple sessions for each topic. Register for the sessions that best fit your schedule.
October 27, December 1, or January 5
During this update on business taxation, we will
- Dissect the final small business taxpayer regulations
- Review the tax consequences from PPP loan forgiveness
- Analyze the requirements for deducting ordinary and necessary business expenses
- Walk through examples applying the complex rules for the employee retention credit
Learning objectives:
- Identify opportunities for new or extended business tax credits
- Recognize when meals are 100% deductible
- Identify options for small businesses to account for inventories
- Explain the income recognition rules under the final Section 451 regulations
Speakers
- Dan Greenhagen, Tax Manager
- Chris Hesse, Tax Principal
Recommended CPE
2 Credits, Taxes
November 3, December 8, or January 12
During this update on entity taxation, we will:
- Evaluate illustrations of partner capital accounts on Schedules K-1
- Review new S corporation and partnership reporting requirements
- Describe the latest partnership centralized audit regime guidance
- Identify examples calculating S corporation shareholder stock and debt basis
Learning objectives:
- Determine tax consequences from corporate transactions with shareholders
- Recognize when the Section 1202 gain exclusion is available
- Determine the tax consequences from the sale of a partnership interest
- Identify issues with an LLC making an S election
Speakers
- John Werlhof, Tax Principal
- Ryan Sonnenberg, Tax Principal
Recommended CPE
2 Credits, Taxes
November 10, December 15, or January 19
During this update on individual taxation, we will:
- Examine IRS and case law developments affecting Schedule A items
- Review the latest developments relating to employee benefits
- Survey IRS challenges to charitable contribution deductions
- Tour various gross income exclusion opportunities
Learning objectives:
- Identify how to diagnose issues with substantiating charitable contribution deductions
- Identify new and enhanced tax credit opportunities for 2021
- Recognize when income is subject to the net investment income tax
- Determine when payments to individuals are not taxable
Speakers
- John Werlhof, Tax Principal
- Terri Lillesand, Tax Principal
Recommended CPE
2 Credits, Taxes
CPE
Recommended CPE: Up to 6 credits available (2 credits per topic), Taxes
Prerequisite: None
Program level: Update
Advance preparation: None
Delivery method: Group Internet Based