We are thrilled to continue our return to in-person education!
With life beginning to return to "normal", we can again focus on "normal" tax topics that affect many of our clients, but now "normal" seems to have a whole new definition! In this year’s Tax Toolbox, we will look at the tax problems of some of the new types of clients knocking on your door and provide a fresh perspective on tax strategies for small business owners.
It seems the number one question on many self-employed taxpayers’ minds is, “How can I lower my tax bill?!?” Effective use of retirement plans can often lower tax bills as well as help people meet their retirement goals. Learn the rules and benefits of SEPs, SIMPLEs, 401(k) plans, traditional and Roth IRAs, back-door Roths, mega back-door Roths, HSAs, and more. Helpful charts will help you keep it all straight, so you can determine what will work best for each of your clients.
BONUS: Form 5500 filing requirements, penalties and abatement.
Partnership and S-corp basis is the boogeyman in the closet for many tax professionals -- they are afraid of it so they ignore it and hope for the best, but new basis reporting requirements on Form 7203 now require tax preparers to face this problem. In reality, there is nothing to be afraid of! Using our desktop reference card, we will show you how to easily calculate basis in your individual tax clients’ partnerships and S-corps, as well as learn what the heck it means to be “at-risk” and whether you really need to track both basis and “at-risk”.
In today's world, people earn their livings in ways that didn't exist even 10 years ago. Social influencers, bloggers, cryptocurrency investors, van-lifers, professional gamers, Uber and Lyft drivers, E-Bay and Pinterest sellers, game show contestants, reality TV cast members, gig workers, part-time landlords, remote workers... Determining how old tax laws impact these new occupations is like trying to fit a square peg into a round hole...
There are always a few details of a new tax law that some preparers miss hearing about, or their understanding is just a little bit off, and with as many new tax laws as we have had in recent years there are lots of opportunities to have missed something. We won't waste time going through all the details you already know. We will skip right to the thing that you might be getting wrong. And we will have a whole new batch of issues to discuss this year. You may need to prepare some amended returns after this session!
On-demand webinar is expected to be released on September 26
Class starts promptly at 8:00 a.m. and ends at 4:30 p.m.
All locations include continental breakfast, lunch, and free parking.
1970 Diamond Blvd, Concord, CA 94520
Oxford Suites Sonoma County
67 Golf Course Drive West, Rohnert Park, CA 94928
5321 Date Ave, Sacramento, CA 95841
Delta Hotels Santa Clara Silicon Valley
2151 Laurelwood Road, Santa Clara, CA 95054
Crowne Plaza Costa Mesa
3131 Bristol St, Costa Mesa, CA 92626
DoubleTree by Hilton Hotel Los Angeles - Norwalk
13111 Sycamore Drive, Norwalk, CA 90650
Ontario Airport Hotel & Conference Center
700 North Haven Ave, Ontario, CA 91764
950 Hotel Circle North, San Diego, CA 92108
Four Points by Sheraton Ventura Harbor Resort
1050 Schooner Drive, Ventura, CA 93001
Lisa Ihm, EA has been teaching seminars nationwide since 1986. Rather than simply reciting the rules, she digs below the surface to make you think about how tax laws affect your clients and how you can use those laws to your clients’ benefits.
Many of you have attended Brass Tax webinars with Ryan Reichert, EA, CFP® as the speaker. Now you will finally get to meet him in-person. Ryan’s background in tax law research, financial planning, and corporate/individual tax preparation makes him especially equipped to tackle the interpretation of new tax legislation. His dynamic, step-by-step, approach helps tax preparers understand the application of unfamiliar and often complex new tax laws.
Our seminars are designed to meet the requirements for continuing education for EAs, CRTPs, and CPAs. We have entered into an agreement with the Office of the Director of Practice, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, Section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors and length of class hours. This agreement does not constitute an endorsement by the Director of Practice as to the quality of the program or its contribution to the professional competence of the enrolled individual.
IRS Course Numbers:
8 CE credits
This seminar has been designed to meet the requirements of the California Tax Education Council. This does not constitute endorsement by the CTEC as to the quality of the course or its contribution to the professional competence of the preparer.
CTEC Course Number:
Brass Tax Presentations is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of live in-person continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
NASBA Program ID # 142999
Field of study: Taxes
Brass Tax Presentations is not registered with NASBA for self-study courses.