2018 Georgia Tax Forum - Atlanta - Thursday-Friday (13065)

Thursday, November 1, 2018 - Friday, November 2, 2018 / Atlanta, GA

The 2018 GeorgiaTax Forum Atlanta provides you with the knowledge and skills you need to survive the upcoming tax season. Georgia’s leading taxation event brings you the most up-to-date information on changes in tax law that impact you and your clients.


Alternate Attendance Options

Live Stream Tax Forum Atlanta Both Days - Event LS13065

Tax Forum Atlanta: Thursday Only - Event 13067
Live Stream Tax Forum Atlanta: Thursday Only - Event LS13067

Tax Forum Atlanta: Friday Only - Event 13068
Live Stream Tax Forum Atlanta: Friday Only - Event LS13068 

 

Event Status: CLOSED – Please contact the CPE Department at 404-231-8676, Opt. 3 or 800-330-8889, Opt. 3 for additional assistance.

Event ID: #13065

CPE: 16.0 credits

Total Price: $490.00

Other Attendance Options

These related conferences are also available for purchase.

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The 2018 Georgia Tax Forum Atlanta provides you with the knowledge and skills you need to survive the upcoming tax season. Georgia’s leading taxation event brings you the most up-to-date information on changes in tax law that impact you and your clients, including Tax Reform, Section 199A Business Income Deduction, international tax, state and federal tax, trusts and estate plans, and tax controversy.


Live Stream Attendance
Event Code:  LS13065  |  CPE Credit:  8 hours General
Live stream allows you to attend the conference from your home, office or anywhere you can access the internet. You view the sessions in real time as part of the audience and have interaction with other attendees via chat areas.
Photography
By attending this event, you are demonstrating your permission to allow your photo to be taken and published in GSCPA marketing, promotional and web materials.

Thursday, November 1, 2018

7:15 am-8:00 am
Registration/ Continental Breakfast

8:00 am-8:05 am
Welcome and Announcements

8:05 am-9:45 am
A - Current Developments Affecting Individuals Credits: 2.0 GN

Arthur Auerbach, CPA, CGMA
owner / Arthur Auerbach CPA , Atlanta, GA

Explore the possible under withholding based on the W-4 calculator and its ramifications. Discuss the Section 199A deduction and how it affects the 1040 preparation. The changes to Schedule A are numerous and will be discussed at length, along with mortgage interest, taxes, and casualty losses.  Review the draft Form 1040 for 2018 and Schedule C regarding the depreciation deduction and changes to accounting methods. 

 

10:00am-11:40am
B - Current Developments Affecting Businesses Credits: 2.0 GN

Arthur Auerbach, CPA, CGMA
owner / Arthur Auerbach CPA , Atlanta, GA

Discuss the automatic change in accounting method, depreciation choices and elections, and selection of a partnership representative, as well as changes related to entertainment, transportation, meals, and a brief discussion on the Section 965 regulations. Review options regarding the S corporation versus the C corporation and what choices are to be made.

 

11:40am-12:40pm
Lunch

12:40pm-2:20 pm
C - What You Should Know About Estate Planning: For Your Clients and Yourself Credits: 2.0 GN

Chris L. Brannon, J.D.
Brannon Napier Elder Law, LLC , Atlanta, GA

Examine why it is important for your clients to have good estate and incapacity planning in place. Discuss which specific estate and incapacity planning documents your clients need, what those documents should cover, and when they should be established. Review commons mistakes in planning that can cost your clients dearly. Also discuss several additional steps your clients are most likely not aware of, which are crucial to their estate plans and can help them avoid expensive mistakes.

 

2:20 pm-2:30 pm
Break

2:30 pm-4:10 pm
D - Georgia Tax Developments Credits: 2.0 GN

Commissioner Lynnette T. Riley
Commissioner / Georgia Department of Revenue , Atlanta, GA

Join State Revenue Commissioner, Lynne Riley and other Georgia Department of Revenue personnel for this informative overview of the department. Discussion will include an update on the Georgia Tax Center; agency priorities; customer service initiatives; fraud detection efforts; and a legislative update from the General Assembly’s most recent Legislative Session. The presentation will be followed by questions and answers.

Friday, November 2, 2018

7:15 am-8:00 am
Registration/ Continental Breakfast

8:00 pm-8:05 am
Welcome and Announcements

8:05 am-9:45 am
E - What You Should Know About the New 20% Pass-Through Tax Deduction Credits: 2.0 GN

Jeffrey N. Bilsky, CPA
BDO USA, LLP , Atlanta, GA

Stephen H. Sonenshine, CPA
Tax Director / BDO USA, LLP , Atlanta, GA

While businesses across many different industries are structured as partnerships, the structure is particularly common in the real estate and private equity sectors. The discussion will outline several key partnership-related provisions and highlight several consequences these provisions may have on partners both in terms of annual operations as well as future capital transactions.

 

9:55 am-10:45am
F1 - Wayfair, You Got Just What I Need…Including Sales Tax Credits: 1.0 GN

Matthew S. Mock, J.D.
Morgan Lewis & Bockius , Chicago, IL

The U.S. Supreme Court issued its decision in South Dakota v. Wayfair reversing Quill's physical presence requirement. This decision is already having a sweeping impact on both businesses that sell to out-of-state customers and on CPA consulting and compliance practices that will try to help clients navigate the impact of this decision. Discuss practical approaches to help clients assess how the Wayfair decision will affect their multistate tax compliance processes. 

 

9:55am-10:45am
F2 - Blockchain and Cryptocurrencies: Implication of Disruptive Technologies for Accounting Credits: 1.0 GN

Rita R. Mathew, CPA
RTA Consulting, LLC , Athens, GA

What are the implications of cryptocurrency for a tax practice? A rapidly changing digital world requires us to adapt and utilize technology for the benefit of our clients, business and society. As a disruptive technology, how does blockchain provide accounting with the leverage to accomplish transparency, validation, and trust in decentralized systems? Does the new technology have potential use beyond accounting for cryptocurrencies?

10:55am-11:45am
G1 - How to Eat Lunch Without Having Your Lunch Eaten by the IRS: An Overview of Meals and Entertainment and Method Changes Credits: 1.0 GN

Mark E. Abrams, CPA/PFS, CFP
Smith & Howard, PC , Atlanta, GA

Katherine D. Maxwell, CPA
Tax manager / Smith & Howard, PC , Atlanta, GA

Take a deep dive of new and old rules and examples of the new law and unclear situations for meals and entertainment, fringe benefits, club dues and memberships, transportation, cash method changes, 263A changes, revenue recognition, and unreimbursed employee expenses. Discuss how these updates impact businesses.

 

10:55am-11:45am
G2 - International Tax Credits: 1.0 GN

Hale E. Sheppard, J.D., LL.M.
Chamberlain, Hrdlicka, White, Williams & Aughtry , Atlanta, GA

Despite budget constraints and key vacancies, the IRS continues to target international issues and assert large penalties. The IRS is focused on FBAR violations, expanded foreign asset reporting duties, taxpayers who ceased participation in voluntary disclosure programs, implementation of FATCA weapons, deprivation of passports for tax debtors, automatic penalties for late information returns, compliance initiatives targeting foreign investors in U.S. rental property, foreign trusts, gifts to U.S. persons by expatriates, the new repatriation tax, and more. Review the latest international issues, cases, and rulings to stay updated on this ever-changing area.

 

11:45am-1:00pm
Lunch & H - The $64,000 Tax Question (12:00pm - 12:50pm) Credits: 1.0 GN

Jeffrey H. Kess, CPA, JD
Attorney & CPA / Gomel, Davis & Watson, LLP , Atlanta, GA

Arthur Auerbach, CPA, CGMA
owner / Arthur Auerbach CPA , Atlanta, GA

Anson Asbury, J.D., LL.M.
Asbury Law Firm , Decatur, GA

Panelists Art Auerbach and Anson Asbury will respond to moderator questions to see who can find $64,000 of tax answers in the Section 199A regulations, the new Georgia Partnership Audit Rules, or the latest guidance from the IRS on charitable contribution substantiation.

 

1:00pm-2:15pm
I1 - Trusts and Estate Planning Issues Credits: 1.5 GN

Brian M. Douglas
Brian M Douglas & Associates, LLC , Atlanta, GA

Explore the effects of the use of trusts to maximize income tax benefits under the new Tax Act such as minimizing state income taxation and maximizing income tax basis step-up benefits. Also discuss the consequences of the Tax Cuts and Jobs Act with focus on the increase in the Basic Exclusion Amount and how it impacts the traditional estate planning paradigm.

1:00pm-2:15pm
I2 - Hot Topics in Tax Controversy Credits: 1.5 GN

Jeffrey H. Kess, CPA, JD
Attorney & CPA / Gomel, Davis & Watson, LLP , Atlanta, GA

Discuss trending issues and what tax practitioners need to know about the Examination and Collection Divisions of the Internal Revenue Service. Review tools that are essential for any tax practitioner who represents clients in connection with tax audits or collection alternatives before the Internal Revenue Service, as well as potential advice you may render to clients and potential strategies you can use.

2:30pm-3:45pm
J1 - Federal Tax Law Changes and Divorce: How the Changes Affect Those Who Say “I Don’t” Credits: 1.5 GN

Martin S. Varon, CPA, JD, CVA, CEBS,
IAG Forensics & Valuation , Marietta, GA

Laurie G. Dyke, CPA, CFF, CFE, CFC
Managing Partner / IAG Forensics & Valuation , Marietta, GA

Steven K. Kirson, J.D.
Kessler & Solomiany Family Law Attorneys , Atlanta, GA

While all taxpayers can expect changes to their taxes, those who are considering a divorce have even more to think about. Take a deeper dive into the areas impacted by these changes, such as alimony, itemized deductions, dependency exemptions and child tax credits.

2:30pm-3:45pm
J2 - Tax Talk with Art and Anson Credits: 1.5 GN

Arthur Auerbach, CPA, CGMA
owner / Arthur Auerbach CPA , Atlanta, GA

Anson Asbury, J.D., LL.M.
Asbury Law Firm , Decatur, GA

Live from Atlanta Art and Anson will recreate their video CPE series Tax Talk with Art and Anson live, covering the latest pronouncements and developments from the IRS as you get ready for the first tax season under the Tax Cuts and Jobs Act. Regular viewers of their on-demand series know there will be opinions, predictions, and maybe even some warnings alongside the latest tax news and trends.

Conference Materials

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Ematerials

If you choose this option you will receive your materials as a downloadable PDF file. eMaterials will be available for download approximately three business days prior to the event. For more information on eMaterials please visit ematerials.gscpa.org. Should you choose to receive eMaterials, printed materials will not be available at the event. How to access eMaterials • Go to http://www.gscpa.org and click on "My GSCPA" and then on "My eMaterials." You will be required to log in to access the document by using your gscpa.org login credentials. • Click on "Download eMaterials" link associated with this conference. • Download and save the document to your computer prior to the event. Please note that once the materials are uploaded to the GSCPA website refunds, transfers and cancellations are not accepted.

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Printed Materials

This option will allow you to pick up a printed manual when you check-in at the event.

Conference Site

Cobb Galleria Centre
2 Galleria Pkwy SE
Atlanta, GA 30339

770-955-8000

 

For more information about hotel reservations, please refer to the information tab.

Late Registration

$530 GSCPA Members, $630 Non-Members (after 10/29/2018)