Social Security & Medicare

Nov 19, 2019 9:45am ‐ Nov 19, 2019 10:35am

Identification: SOP1909

Social Security has been around for over 80 years. it has gone through many changes and continues to be misunderstood. Learn how to effectively advise your clients.

Learning Objectives:

  1. Review the basics and learn the nuances of Social Security.
  2. Learn how Medicare works and help all of your Boomer clients.

Real Estate Update

Nov 19, 2019 10:35am ‐ Nov 19, 2019 11:50am

Identification: SOP1910

This session will explore recent changes to the taxation of real estate investment, focusing primarily on changes made by the TCJA. The session will also address planning considerations and potential changes in real estate taxation as part of future legislation.

Learning Objectives:

  1.  Understand how the TCJA impacted real estate taxation.
  2. Identify potential changes to real estate taxation in future legislation.
  3. Understand the new Opportunity Zone incentive.

Advanced Section 199A Planning Strategies

Nov 19, 2019 12:50pm ‐ Nov 19, 2019 2:05pm

Identification: SOP1911

In this session, we will learn how to maximize a taxpayer's Section 199A deduction.

Learning Objectives:

  1. Identify how the owner of a specified service trade or business can maximize the Section 199A deduction.
  2. Identify how choice of entity is impacted by Section 199A.

Post-Death Income Tax Issues of Estates and Trusts

Nov 19, 2019 2:05pm ‐ Nov 19, 2019 2:55pm

Identification: SOP1912

This session will cover various topics associated with the various post death issues and complexities associated with the administration of trusts and estates. Professionals are confronted with many different situations which may create the need for the use of additional specialized professionals and potentially family members. The various topics covered in this session will address those times and provide guidance on a prospective basis.

Learning Objectives:

  1. Review of the stages and complexities that arise during the Post-Mortem administration period.
  2. Understand typical tax concerns during the Post-Mortem administration process for trusts and estates.

Ask the Experts Panel - Year End Planning Ideas & Strategies

Nov 19, 2019 3:20pm ‐ Nov 19, 2019 4:35pm

Identification: SOP1913

Our esteemed panel will cover income tax, estate tax and financial planning strategies that they are discussing and implementing with their clients as another year end approaches and in light of our changing tax landscape.

Learning Objectives:

  1. Panel members will provide a broad range of tax and financial planning options and strategies that attendees can immediately bring back to their practices, and their clients, for implementation before year end.
  2. On-site and on-line audience will have ample time to pose their questions to our panel of experts regarding year end and long term planning strategies for their clients.