This session will be review of any tax law changes affecting businesses for the 2019. It will also be a discussion of the guidance issued in 2019 for the tax changes stemming from the 2017 tax law change.
Understand the changes in the tax law for 2019 and how it affects your clients.
Review changes from the 2018 tax law change and the IRS's further guidance.
There is a shift in influence underway. Maybe you have seen it, heard it, or felt it. You are more likely to see more and more women at the table with you, seeking planning opportunities. Did you know?
Women are already the breadwinners or co-breadwinners in 2/3 of the American households
In 40% of couples, she earns more, in another third, she earns the same amount
Of the tremendous intergenerational wealth transfer, 70% will pass to daughters, likely creating more breadwinner decision-makers
95% of women will be responsible for family finances at some point
Is she, the breadwinner woman, ready? Are you ready to serve her the way she deserves?
In just 50 minutes, we’ll cover:
Unique Concerns of Women
Different Behaviors and Goals Women Have Around Money
Critical Issues Facing Women
The Role of Education in Advising Women
How Specific Life Transitions Often Impact Women
What Women Want in Their Relationship with Advisors
You need to know:
Ways You Can Customize Your Approach to Make Working With You Comfortable and Fulfilling for Her
How to Help Her Maximize Her Financial and Life Successful Outcomes Through Using Her Differences As Advantages for Her
The Opportunity that Exists for Deeper Client Relationships and Positive Word-of-Mouth that Can Result from Getting Working With Women Right
Paula McMillan, CPA/PFS, CFP, CGMA, Senior Financial Advisor, Stearns Financial Group
This session will explore recent changes in the tax laws as they impact partnerships. Recent cases and rulings applicable to partnerships will be explored and the session will cover updates on any new guidance issued with respect to the Tax Cuts and Jobs Act.
Artificial intelligence (AI), blockchain, and big data are being heralded as the end of the accounting profession. This is definitely not true. These emerging technologies will actually increase the value of the services provided by accountants by removing the need to perform mundane transactional and basic compliance work. Firms need to develop an innovation strategy to transcend these emerging technologies and prepare their staff for the changes that are coming...and they are coming sooner than you think!
Understand how emerging technologies are going to impact the accounting profession.
Identify the key considerations for enhancing your firm’s service offerings.
Identify the training that your staff need to be ready to use emerging technologies and deliver enhanced services.
This presentation will address the current tax enforcement landscape in examinations, appeals, litigation and collections, review the IRS civil and criminal enforcement priorities, and share best practices in representing clients facing IRS enforcement efforts.
Understanding current IRS enforcement statistics.
Understanding current IRS enforcement priorities.
Learning 'best practices' in addressing IRS enforcement efforts.
This session will review the background of the increased estate tax exemption and how Section 1014 of the Internal Revenue Code allows a step-up in basis at death. The session will then discuss the following four ways to increase the cost basis: (1) 'upstream' planning, (2) flexible trust drafting, (3) using general powers of appointment and (4) the Delaware tax trap.
To understand that the income tax is now more important than the estate tax for most people due to the increase estate tax exemption.
To discover the numerous ways that a client can obtain an increase in the cost basis at death and eliminate the capital gain tax.
With our aging population, many of your clients may be hiring in-home senior care for themselves or elderly loved ones so they can “age in place.” That’s why the domestic workforce is expected to be one of the fastest growing industries over the next decade. And so-called “nanny tax” rules apply to senior care as well as childcare. Are you prepared? This presentation will cover new developments surrounding household employment including worker classification, paid sick leave laws, sleep time, domestic workers’ rights legislation, and more. Plus, learn how to keep your clients compliant with tax, wage, and labor laws so they avoid costly fines and penalties.