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Live Webcast Replay

Year-End Tax Planning: Thinking Outside the Box


Total Credits: 4 including 4 Taxes - Technical

Average Rating:
   47
Categories:
Industry |  Tax |  IRS Approved
Faculty:
Doug Van Der Aa, CPA, JD
Course Levels:
Intermediate
Duration:
4 Hours
License:

Dates


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 2020-21 tax developments and discuss key tax-planning ideas for your clients as you prepare for the upcoming tax season. As many clients have interests in partnerships, S-corporations and Schedule C activities, the course will guide you on flow-through entity planning and key individual 1040 issues. 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
  • Define the "hot issues" facing tax practitioners in planning for client returns
  • Apply key concepts to special client situations
  • Review of recent legislation and developments

Major Subjects
  • 2021-22 tax legislation, rulings and developments
  • COVID-19 relief
  • Section 199A 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
  • 3.8 percent 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.


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 individual tax update or wishing to review key individual tax topics for the upcoming tax season.
Yellow Book

No


Original Recording Date

09/01/2022


Prerequisites Basic working knowledge of individual taxation.
Date Added to Catalog

02/02/2022


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: 47

Comments

Alan K - MANCHESTER, Iowa

"I liked the webinar. It was presented very well!"

Aubrey B

"SPEAKER WAS EXCELLENT"

Gregory P

"Excellent job by Doug once again. He makes the 4 hours go by fast."

Maria I

"This instructor is fun to listen to, I learn a lot! He keeps it interesting so I don’t get bored or lose attention. "

Alan M

" "

Lauren H

"Great session"