Course

Federal Tax Update-1

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Event Details

Monday, January 7 – Tuesday, January 8, 2019

8:00am – 4:00pm
(Registration: 7:30am)

Location

Hilton Garden Inn

3720 N Reserve St

Missoula, MT 59808

406-532-5300

Field of Study

Taxes

CPE Credit

16 hours CPE credit

Course Code

FTU1-42

Instructor

Level of Knowledge

Update

Vendor

ROI Business Services LLC

Prerequisites

A basic understanding of tax preparation.

Description

This years instructors Mark Mirsky and Stephen Brooks from ROI Business Services, LLC will cover new tax developments affecting individuals, estates, businesses, partnerships and corporations.

This is a must attend for anyone wishing to acquire more knowledge on the intricacies of the TCJA and recent administrative/legislative Federal updates. You will enjoy the team approach and have the opportunity to share in conversation on key topics. Leave with a clearer view of the new tax laws, planning opportunities and with new connections.

The format will be a team approach utilizing both speakers so the audience will hear more than one voice and more than one opinion.  We will cover a broad range of individual and business topics in a logical format that will be practical and add value to their practice.

Highlights

  • Impact of the TCJA on Individuals and Businesses
  • Practical examples for computing Qualified Business Income
  • Discussion of 2018 developments of the TCJA
  • What type of entity choice makes sense?Planning opportunities for all entities and individuals
  • Estate and gift tax planning considerations
  • Taxation of businesses surrounding cryptocurrency

Objectives

After taking this course, you should have a better understanding on how to

  • Determine whether a client has Qualified Business Income (“QBI”) and how to compute it
  • Analyze entity choice and understand how to elect the proper entity 
  • Understand recent developments as they impact businesses and individuals 
  • Provide reliable and proactive tax planning
  • Educate clients on the taxation of cryptocurrency

Designed For

All tax practitioners, both public and industry.

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