8.0 Credits

Explore the hottest tax planning topics that will impact you and your clients. These are areas of income taxation that can change every year and affect many of your clients. Learn how to better advise your clients by offering them the latest tax-saving strategies. Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law.


  • Identify how to advise clients on recent tax law changes, tax developments, and tax issues affected by societal and economic trends.
  • Recognize new tax planning opportunities as a result of the latest tax law legislation.

Major Topics

  • Tax Cuts and Jobs Act: Impact on individual taxpayers
  • Tax Cuts and Jobs Act: Impact on businesses
  • Section 199A Qualified Business Income deduction
  • Court decision tax developments
  • Qualified research credit
  • Cancellation of debt
  • Section 179 and bonus depreciation
  • Tax advantaged savings accounts
  • Tax benefits for education
  • Tax preparer penalties
  • Hot tax planning strategies for individuals and small businesses
  • Roth IRA, IRA, and retirement plan options


Basic understanding of individual and business taxation

Advanced Preparation



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Monday, December 7, 2020

General Sessions
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