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Live Webcast Replay

Tax Season Update with Steve Dilley


Total Credits: 8 including 8 Taxes - Technical

Average Rating:
   49
Categories:
Partner Produced |  Tax |  IRS Approved
Faculty:
Steven C. Dilley, CPA, JD, PhD
Course Levels:
Update
Duration:
8 Hours
License:

Dates


Description

This course will address the many new provisions resulting from the Tax Cuts and Jobs Act, prepare practitioners for the upcoming filing season, and cover any recent tax legislation occurring during 2018-19 affecting both your individual and business clients. Useful strategies to assist in the tax preparation process, including tax planning tips with practical solutions, will be given.

 

**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
  • Implement practical strategies based on recent developments
  • Define key compliance issues for individual and business returns.
  • Define significant changes in tax forms

Major Subjects
  • NEW SECURE Act on retirement plans, including:
    • Crippling of the "stretch" IRA
    • Changes impacting estate and trust planning
    • Small employer multi-employer retirement plans
    • Retirement plans for long-term, part-time employees
  • Disaster relief provisions, such as pension plan distributions, relaxed limitations on casualty losses, employee retention credit, and others
  • Extenders provisions, including mortgage life insurance premiums as qualified residence interest, tuition and fees deduction, and exclusion from gross income of cancelled debt on a principal residence
  • Extensive cover of flow-through entity deduction
  • Extensive coverage of partnership tax form changes
  • Analysis of the revised Form 1040 and its schedules

Course Materials

Faculty

Steven C. Dilley, CPA, JD, PhD Related Seminars and Products


Steve is President of Federal Tax Workshops, Inc., located in East Lansing, Michigan. He is nationally known for his knowledge of the financial, accounting, and tax problems of the closely held business and individual taxpayers. He has published numerous articles on these topics. In addition, Steve is a retired Professor of Accounting at Michigan State University, where he taught tax accounting and has recently received numerous teaching awards. He obtained his PhD in accounting, law degree and an undergraduate accounting degree from the University of Wisconsin-Madison. He is a member of the Michigan Association of CPAs, Wisconsin Bar Association, The American Accounting Association, AICPA, American Tax Association, and Hawaii Association of Public Accountants.


Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For Practitioners desiring an update on significant developments affecting their clients and members in industry seeking to keep their knowledge current
Yellow Book No
Course Developer MICPA
Original Recording Date 01/23/2020
Date Added to Catalog 08/20/2020

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
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
Instructional Delivery Method Live Group Internet Based
Course Registration Requirements Online Registration
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
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2
1

Overall:      4.6

Total Reviews: 49

Comments

Anthony M

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Jonathan B

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Russell F

"Great job Steven."

Mariola P - Bloomfield Hills, Michigan

"The material was presented in a very efficient manner."

A. Adonu I - Kalamazoo, Michigan

"Everything was brilliant!"

Joan C

"This update is always well worth the time investment! Outstanding program, as always! Thanks!"

Mark H

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William M

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