November 7, 2019


Webcast


8 CPE

Don Farmer’s 2019 Individual Income Tax Workshop (Maryland Webcast)

  • Instructor

    Walter
    Nunnallee

Learning Objectives

Review of individual income taxation including:

  • Key Provisions (including developments) of TCJA, such as:
    • Kiddie Tax and Child Credit
    • New Family Tax Credit
    • Excess Business Loss Limitations Imposed on Individuals
    • Changes in Tax Benefits Related to Education
    • Miscellaneous Itemized Deductions
    • Home Mortgage Interest and State and Local Taxes
    • Repeal Of Deduction for Alimony
    • Moving and investment Expenses
    • Estate and Gift Tax Changes
    • Entertainment and Travel Expenses
    • 20% Section 199A Deduction Applicable to Individuals
  • Other Significant 2019 Judicial and Administrative Individual Tax Developments

Course Material Includes:

  • 600+ Page Manual Containing a Discussion of Most Major Areas of Individual Income Taxation.
  • Where Applicable, a Segment in Each Chapter of Relevant Changes and Latest Developments under TCJA.
  • Checklist of Individual Tax Provisions Expiring and/or Recently Expired
  • Checklist of Important Effective Dates of Significant Legislative Tax Changes Impacting Individuals.
  • Checklist of Individual Tax Developments First Effective in 2019.

Major Topics

This course is designed to:

  1. Provide explanations and planning ideas relating to the latest 2019 tax developments, including the most recent guidance on provisions of the Tax Cuts And Jobs Act (TCJA) impacting individuals
  2. Help practitioners prepare for “tax season”
  3. Review and update individual tax law developments and planning ideas. The course includes a 600+ page reference Manual with each chapter containing basic rules, selected items of interest, 2019 developments, planning ideas, and listings of related IRS forms and publications. Where applicable, each chapter of the Manual includes a segment devoted entirely to the impact of “TCJA” on that chapter’s topic.

CPE Credits Available

8 CPE
8
Taxes

Things to Know About This Course

Course Level

  • Update

Prerequisites

Experience in at least one tax season.

Advanced Preparation

None

Intended Audience

Individuals who prepare individual income tax returns or who are involved in individual income tax planning.

Provider

BLI/Don Farmer

This event has ended.