This includes sessions from the conference: Sophisticated Tax Planning for Your Wealthy Clients 2019
In this session we will cover the basic concepts of what constitutes a cross border estate or trust as well as the U.S. tax implications and tax filing requirements.
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.
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?
Is she, the breadwinner woman, ready? Are you ready to serve her the way she deserves?
In just 50 minutes, we’ll cover:
You need to know:
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.
This session will provide a review of selected planning topics that address a wide range of issues practitioners should consider addressing with clients.
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!
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.
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.
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.Speaker(s):
This discussion will bring you up to date on the latest ideas and tax planning opportunities for individuals.