Clients are calling, wanting to know what is in the stimulus bill that could help
them, and you don’t have time to read the hundreds of pages in the bill to
find the answers! We have scoured the bill to find the information you need
to answer those questions. Here are some of the things we’ve found:
• There are things tax pros can do to increase amount of some clients’
• 2019 tax returns are affected by several provisions
• Carryovers to 2019 returns may need to be adjusted
• Amended returns for 2018 and earlier might put money in your clients’
• Special relief allows people to withdraw from their retirement plans
without penalty and with preferential tax treatment
• Students may want to pay off student loans early
• Almost every business is going to want an SBA Payroll Protection Loan
• Businesses need to decide which of the tax benefits for employer’s they
want to take advantage of (they can’t double-dip)
This 3-CPE credit recorded seminar will cover all this and more, as well as
provide tables and worksheets to help you sort it all out. Get the answers
your clients need NOW!
• Fully-cited text, so you know you are getting correct information
• Illustrated examples to help you visualize how the changes apply to your clients
• ALL components of changes discussed are included, not just a short summary
• Chart to help businesses decide which employer benefit they should use and whether they should apply for an SBA Payroll Protection Loan
• Checklist of changes that affect 2019 returns
• Checklist of things that may create the need for an amended return
• 2-hour PowerPoint presentation including recorded audio explaining these complicated rule changes
Lisa Ihm, EA has been teaching seminars nationwide since 1986. Lisa's methodical approach helps you understand even the most complex tax laws. 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. Lisa practices in Coronado, California, and can be reached by e-mail at Education@BrassTax.com.
Brass Tax is happy to announce the addition of Ryan Reichert, EA to our staff. Ryan’s background in tax preparation, business, financial planning, and tax research makes him especially equipped to tackle the interpretation of new tax legislation. His step-by-step, detailed approach helps tax preparers understand the application of unfamiliar and often complex new tax laws. Ryan can be reached by e-mail at Ryan@BrassTax.com.
This seminar has been designed to meet the requirements for 3 Federal Tax Law Update continuing education hour 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 UD2VU-U-00090-20-S Self-study
This seminar has been designed to meet the requirements for 3 hours of Federal Tax Law Update for 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.
For more information regarding administrative policies such as complaints or refunds, contact Brass Tax at (858) 487-2553. Course level: Intermediate. Prerequisites: None.
CTEC 1008-CE-1118 Self-study