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Live Webcast Replay

Year-End Tax Planning: Thinking Outside the Box


Total Credits: 4 including 4 Taxes - Technical

Average Rating:
   37
Categories:
ACPEN Industry Institute |  Tax |  IRS Approved
Faculty:
Doug Van Der Aa, CPA, JD
Course Levels:
Intermediate
Duration:
4 Hours
License:
Product Setting: Expires 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

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 leighanne.conroy@acpen.com.

Basic Course Information

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 Subjects
  • 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
  • Alternative minimum tax (AMT) issues
  • 3.8% net investment income tax
  • Rediscovering Section 1202 QSBS
  • Reconsidering choice of entity

Course Materials

Faculty

Doug Van Der Aa, CPA, JD's Profile

Doug Van Der Aa, CPA, JD Related Seminars and Products


Doug Van Der Aa, CPA, JD, is a lively and energetic speaker on the subject of taxes and ethics, and has extensive experience in leading discussions for conferences, seminars and webinars. He is a highly rated speaker and seminar leader for state CPA societies and other organizations throughout the country.

Van Der Aa has more than 25 years of experience, including tax practice in CPA firms and the practice of transactional business and real estate law as an attorney. His practice concentrated on the tax needs of closely held businesses, with their related pass-through entities, complex individual returns, estates and trusts.

Van Der Aa taught for 10 years as an adjunct instructor and for one year as assistant professor of accounting and taxation for Grand Valley State University’s Seidman College of Business, where he taught in both the undergraduate and MST programs.


Dates

Sat, Feb 24, 2024 - 10:00am to 01:34pm MST
Sat, Mar 02, 2024 - 12:00pm to 03:34pm MST
Wed, Mar 13, 2024 - 02:00pm to 05:34pm MDT
Tue, Mar 26, 2024 - 08:00am to 11:34am MDT
Sat, Apr 06, 2024 - 10:00am to 01:34pm MDT
Wed, Apr 17, 2024 - 12:00pm to 03:34pm MDT
Tue, Apr 23, 2024 - 05:00pm to 08:34pm MDT
Tue, Apr 30, 2024 - 02:00pm to 05:34pm MDT

Additional Info

Basic Course Information

Advanced Preparation

None


Course Developer

Van Der Aa Tax Ed, LLC


Designed For

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


Yellow Book

No


Original Recording Date

06/01/2023


Prerequisites

Basic working knowledge of the tax return preparation


Date Added to Catalog

02/09/2023


Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints.  anne.taylor@acpen.com, (972-377-8199).


Course Registration Requirements

Online Registration


Instructional Delivery Method

Group Internet Based


Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.


Reviews

5
4
3
2
1

Overall:      4.7

Total Reviews: 37

Comments

Christine P

"Thank you!"

Josie C

"The instructor was easy to listen to and gave interesting examples that made the class go by quickly."

Angela D

"Great speaker"

Concetta L

"The presenter was easy to follow and relatable to tax concerns to date."