Course

Federal Tax Update-2

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Event Details

Monday, January 14 – Tuesday, January 15, 2019

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

Location

Doubletree by Hilton Billings

27 N 27th St

Billings, MT 59101

406-252-7400

Field of Study

Taxes

CPE Credit

16 hours CPE credit

Course Code

FTU2-43

Instructor

Level of Knowledge

Update

Vendor

ROI Business Services LLC

Prerequisites

A basic understanding of tax preparation.

Description

PLEASE NOTE: Change of Venue to the DoubleTree (former Crowne Plaza), 27 N 27th St, Billings - 406-252-7400

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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