Timely Tax CPE. Explore our fall and winter offerings!

Transcription

1 Timely Tax CPE Explore our fall and winter offerings!

2 2018 Texas CPA Tax Institute For 65 years, this two-day conference held in TWO Texas cities Addison and San Antonio - has helped CPAs stay on top of the latest issues, so they can best serve their clients and companies. Take advantage of this opportunity to gain 18 hours of CPE while hearing from expert speakers and focusing on ever-changing tax issues. CPE Credit Hours: 18 Fees (TSCPA Member/Non-Member): $460 / $645 Addison 11/15/ /16/2018 TI01 San Antonio 11/15/ /16/2018 TI02 Webcasts Tax Cuts and Jobs Act: Individuals and Investments - Deeper and Wider Than Meets the Untrained Eye October 16, 2018, 1-5 p.m. CPE Credit Hours: 4 Member: $129/Non-member: $159 Tax Cuts and Jobs Act: 199A Pass-Through Deduction - How to Crack the Egg and Save Some Bacon October 16, 2018, 9-11 a.m. CPE Credit Hours: 2 Member: $79/-Non-member: $109 Advanced Texas Franchise Tax Workshop October 19, 2018, 11 a.m. - 3 p.m. CPE Credit Hours: 4 Member: $225/Non-member: $275 Estate & Tax Primer November 8, 2018, 12-4 p.m. CPE Credit Hours: 4 Member: $159-/-Non-member: $199 Surgent s Complete Guide to Payroll Taxes and 1099 Issues December 13, 2018, 10:30 a.m. - 6:30 p.m. Member: $239/Non-member: $239 How to register: Visit go to the Learning section and find CPE using our online searchable catalog. Search by location, date, program ID, or keyword to find these and other timely CPE courses. Registrations may also be taken by phone by calling (option 1).

3 Course Descriptions Fiduciary Income Tax Returns-Form 1041 Workshop Gain a deeper understanding of the core concepts of trust and estate income tax preparation. Hear an explanation of the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting and an introduction to, or refresher on, preparing Form 1041 through real case studies and example forms. Dallas 12/12/ Houston 12/13/ S Corporation, Limited Liability and Partnership Update This year more than ever, practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers. Expand your knowledge around strategies, techniques, innovative tax-planning concepts, income-generating ideas and other planning opportunities available to S corporations, partnerships, LLCs and LLPs. Dallas 1/7/2019 BCPE01 Houston 1/9/2019 BCPE02 San Antonio 1/14/2019 BCPE03 Fort Worth 1/16/2019 BCPE04 Austin 1/24/2019 BCPE05 Federal Tax Update Get ahead of the questions your clients will have related to legislative and regulatory developments, changes in the case law that will have tax implications and provide for planning opportunities in the upcoming season, and updates to the Affordable Care Act (ACA). Fees (TSCPA Member/Non-Member): $249 / $370 Dallas 10/22/2018 BFTU02 Fort Worth 10/24/2018 BFTU03 Austin 10/29/2018 BFTU01 San Antonio 11/5/2018 BFTU04 Houston 11/8/2018 BFTU05 Individual Income Tax Update Hear the latest tax law developments with a full update on changed requirements and a thorough discussion of the planning opportunities that you need to understand to help your clients respond effectively. Gain the knowledge you need to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs -- especially in a year of significant tax law change. Dallas 1/8/2019 BITU01 Houston 1/10/2019 BITU02 San Antonio 1/15/2019 BITU03 Fort Worth 1/17/2019 BITU04 Austin 1/25/2019 BITU05

4 Texas Franchise Tax Vendor: Texas Society of CPAs CPE Foundation, Inc. Explore and discuss the basic reporting and calculation rules, as well as new developments in the COGS calculation, revenue exclusion and combined reporting so that you are better prepared to understand the issues facing your clients, make correct calculations of the franchise taxes due and know the opportunities for potential refunds should the courts decide to rule against the new policies. Offering: Fort Worth 10/23/2018 FT04 LLC and Partnership Tax Planning Strategies after Tax Reform Vendor: Texas Society of CPAs CPE Foundation, Inc. Learn the most powerful tax strategies after tax reform, including critical planning ideas for the new pass-through entity deduction, how to compensate LLC members using different classes of shares, why some guaranteed payments may be a good thing for carried interest partners, the new rules from the Tax Cuts and Jobs Act on carried interests and capital gains, and more. In addition, we ll look at the effect of the new Section 199A Pass-Through Entity Deduction passed as part of tax reform and how to use S corporations in tandem with partnerships to gather additional deductions. Houston 11/2/2018 LPTP01 Dallas 11/9/2018 LPTP02 Fort Worth 11/12/2018 LPTP03 Preparing Individual Tax Returns for New Staff and Para-Professionals Hear the latest tax law changes and learn how to prepare complicated federal individual income tax returns in your role as a new staff accountant, data processing employee, para-professional or bookkeeper. Houston 1/16/2019 PITR01 Dallas 1/24/2019 PITR02 Tax Forms Boot Camp: LLCs, Partnerships and S Corporations Understand the basic and more complex preparation of both S corporation and partnership/llc tax returns, along with the underlying laws, regulations, etc. Discover the connections and alterations of these widely held entity structures, while also receiving a valued reference for future use. Houston 1/17/2019 TFBC01 Dallas 1/25/2019 TFBC02

5 Tax Reform: Tax Planning for Pass-Through Entities Vendor: Texas Society of CPAs CPE Foundation, Inc. Hear proven tax planning strategies for pass-through entities still available after, and sometimes enhanced by, tax reform. Discuss several key issues, such as choice of entity considerations and tax planning after tax reform, whether a client s family partnership may actually cost them additional future taxes because of tax reform, Rev. Rul and the three alternatives for incorporation of an existing partnership, the S corporation ESOP that may be the pinnacle in pass-through entity tax planning, and how to preserve pre-development real estate profits as capital gains. Other topics include the business interest limitation under the Tax Cuts and Jobs Act and the double counting rule applicable to pass-through entities, and updates on regulations. Houston 1/14/2019 TPPT01 San Antonio 1/18/2019 TPPT02 Austin 1/22/2019 TPPT03 Dallas 1/28/2019 TPPT04 Annual Tax Planning Guide for S Corporations, Partnerships and LLCs As long as LLCs, partnerships, and S corporations form the backbone of many CPAs practices, in-depth knowledge of all tax aspects of these entities will be essential. The purpose of this practical course is to focus on planning issues in creating, operating, and liquidating S corporations, partnerships, and LLCs. This program is essential for CPAs in public accounting and industry who advise these entities or their investors. Fees (TSCPA Member/Non-Member): $250 / $350 Corpus Christi 11/9/2018 TPGS01 How to Make LLC and Partnership Allocations Vendor: Texas Society of CPAs CPE Fdn Inc If you prepare returns on Form 1065, you need this course. Did you know that beginning in 2018 the Bipartisan Budget Act of 2015 can impose tax liability at the partnership level for allocation errors even if there is no effect on the overall income of the partnership? Making allocations correctly is taking on even greater importance to avoid unnecessary tax on clients and potential liability for the return preparer. Review the current basis rules and see why your family partnership may actually produce a detriment after tax reform. Houston 12/19/2018 HMLP02 Fort Worth 1/11/2019 HMLP03 Dallas 12/14/2018 HMLP01 Social Security, Medicare and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Social Security seems poised for changes in benefits and eligibility age. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad of all the other related retirement planning issues. Dallas 10/23/2018 SSRB02 Fort Worth 10/25/2018 SSRB03 Austin 10/30/2018 SSRB01 San Antonio 11/6/2018 SSRB04 Houston 11/9/2018 SSRB05

6 Texas Society of Certified Public Accountants CPE Foundation, Inc Dallas Parkway, Suite 700 Dallas TX Non-Profit Organization U.S. POSTAGE PAID Dallas, TX Permit 195 TSCPA is here for you! From timely communications to opportunities to connect on TSCPA Exchange to THOUSANDS of educational programs, we re here to empower our members to lead and succeed. Visit us at tscpa.org to explore the online CPE catalog (see savings for members!), browse the hottest topics on TSCPA Exchange and get updates on the latest professional issues. Follow Us On: