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Year-End Tax Planning: Thinking Outside the Box (TPLAN)

  • 09/29/2020
  • 8:00 AM - 4:00 PM
  • Fargo Radisson 701-232-7363

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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 2019-20 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!

Learning Objectives:

  • Define the "hot issues" facing tax practitioners in planning for client return
  • Apply key concepts to special client situations
  • Review of recent legislation and developments

Major Topics:

  • Discuss the most recent tax legislation, rulings and developments of 2020
  • The new Section 199A deduction
  • The new Section 163(j) interest expense deduction
  • New 21% corporate tax rate
  • Medicare tax on high income wages and SE income
  • Tax provision and 2020 extensions
  • Timing income and deductions
  • Alternative minimum tax (AMT) issues
  • 3.8% net investment income tax
  • Rediscovering Section 1202 QSBS
  • Affordable care mandate and reporting
  • Reconsidering choice of entity

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.

Level: Intermediate
Instructor/Developer: Doug Van Der Aa
Area of Study: 8 Taxes
Prerequisite: Basic working knowledge of the tax return preparation.


Visit Us:

3100 South Columbia Road
Suite 500
Grand Forks, ND 58201

Contact Us: 

 (701) 775-7111
or (877) 637-2727
Email: info@ndcpas.org

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