Year-End Tax Planning: Thinking Outside the Box

Instructor

Doug
Van Der Aa

Tax planning is more than an estimated tax calculation, it's a process. Where are we now and what can we change? This timely program will highlight significant 2022-23 tax developments and discuss key tax planning ideas for your clients as you prepare for the upcoming tax season. Don’t wait until late December to start planning for your clients!

**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.

Learning Objectives

Identify the "hot issues" facing tax practitioners in planning for client returns
Apply key concepts to special client situations
Identify recent legislation and developments

Major Topics

Discuss the most recent tax legislation, rulings and developments
Section 163(j) interest expense deduction
New 21% corporate tax rate
Medicare tax on high income wages and SE income
Tax provision and extensions
Timing income and deductions
Alternative minimum tax (AMT) issues

CPE Credits Available

4 CPE

4: Taxes

Things to Know About This Course

Course Level

Intermediate

Professional Area of Focus

Taxes

Advanced Preparation

None

Intended Audience

Practitioners and members in industry seeking a general business and individual tax update or wishing to review key tax topics for planning and preparing client returns

Provider

ACPEN