2019 Tax Review & Update WebCast Agenda

The ClientWhys 2019 Tax Review & Update WebCast 8-hour webinar series will cover everything you need to prepare for tax season. The webcast agenda is broken down into 8 lessons and will cover all of the new law changes you will need to master before tax season.

LESSON 1 -

Crowdfunding
Nonmilitary Spouse State of Residence Election
Certain Combat Injured Veterans Entitled to Tax Refund
Election to Treat Nonresident Spouse as a U.S. Resident
Self-Supporting Children
Temporary Absences
Post-2018 Alimony
Parsonage Allowance
Clergy SE Tax & Employee Business Expenses

LESSON 2 -

Cryptocurrencies
California Conformity to TCJA
Renter Lease Buy-Out
Medicaid Waiver Payments – Important Court Case
Codes Timely Mailing Rule Replaces Common-Law Rule
Draft 1040-SR
Form 1099-NEC Resurrected
Long awaited 2020 W-4

LESSON 3 -

W-2 After Death
Interest Tracing Rules
Quailed Opportunity Funds

LESSON 4 -

Reporting Partner Expenses
Accounting Methods
Hobby Loss Rules Under TCJA
Bonus Depreciation
Sec 179 Expensing
How TCJA Changed the Tax Treatment of a Trade-in of a Business Auto
Net Operating Losses
Short Term Rental Activities
Room Rental
Tax-deferred Exchanges

LESSON 5 -

Determine whether a worker is an employee or Independent Contractor under the Dynamex “ABC” test the CA Assembly Bill AB5 and when the Borello test is used instead of the ABC test for a variety of occupations.
Includes a unique series of flow charts developed by ClientWhys that makes easy to understand the complications of AB5

LESSON 6 -

Thresholds & Phase-Outs
Differences between QTB and SSTB
Wage Limitation
Qualified Business Income (QBI)
QBI Adjustments
Definition of a SSTB
Determining Wages
Qualified Property (UBIA)
Home Office
Depreciable Period
REITs & PTP

LESSON 7 -

QTB Example Using the Wage Limitation
Effect of Reasonable Compensation
Multiple Businesses
Suspended Losses
Trade or Business Aggregation
Aggregation Worksheet
Rental Safe Harbor
Rental as a Trade or Business under Sec 162
Sec 162 Court Cases

LESSON 8 -

Excess Business Losses
Disallowance of Business Interest
Reasonable Compensation
CalSavers Retirement Savings Plan (CA)
Sec 529 Distributions
ABLE Account Contribution Limits
Combat-Zone Foreign Income Exclusion
SALT Limitations – Final Regs
Home Mortgage Debt
Acquisition Debt Timing
Disaster Losses
Young Child Tax Credit (CA)
Electric Vehicle Credit
Business Energy Credits
Underpayment Penalty Waivers
Health Insurance Assistance (CA)
Penalty for Not Being Insured (CA)
Excess 401(K) Contributions
Post-Disaster Passive Loss Carryovers

You will not find another webcast that provides you with as much practical and useful information!
Click here to order the 2019 Tax Review & Update Webcast with 8 hours of CPE.