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ON-DEMAND Accounting, Payroll & Taxation

Uncovering Overlooked Tax Breaks : Planning Considerations in 2018

Learn tax planning ideas under the Tax Cuts and Jobs Act, from restructuring for graduated rates to like-kind exchanges, captive insurance and wash sale losses.

FormatRecorded sessionWatch any time
Length90 minutes
E. Pete Lewis Speaker E. Pete Lewis CPA and tax planner · Lewis & Associates Tax Planning, Inc. · CPA
Talk to an expertAsk an expertQuestions about this topic

Overview

The Tax Cuts and Jobs Act (TCJA) affects business owners and individuals in different ways, and some of its planning opportunities get little attention. This 90-minute workshop looks at overlooked tax breaks and the planning considerations they create.

You'll review 30 major TCJA tax changes affecting businesses and individuals, compare rates for businesses, individuals and trusts, and see how business restructuring can take advantage of graduated rates.

The session also covers the Section 1031 like-kind exchange rules, rules on unreimbursed employee business deductions, specific identification stock matching, the tax advantages of captive business insurance and a method for using deferred losses from wash sales.

Why attend: Tax law changes shape investment decisions, operating budgets and after-tax ROI. Knowing the overlooked provisions helps owners turn the law into planning strategies and protect against lost benefits. This session suits medical and health professionals, financial, insurance and real estate representatives, controllers, finance leaders, treasurers and self-employed business owners.

What’s covered

  • 30 major TCJA tax changes affecting businesses and individuals
  • Rate comparisons for businesses, individuals and trusts
  • Business restructuring to use graduated tax rates
  • Using TCJA provisions to reduce taxable income
  • Planning for the loss of certain tax benefits
  • Turning tax laws into tax strategies
  • Section 1031 like-kind exchange rules
  • Rules on unreimbursed employee business deductions
  • Specific identification stock matching
  • Tax advantages of business and captive insurance for closely held companies
  • Using deferred losses from wash sale transactions

Who should attend

Medical professionals, partners and ownersHealth professionals, partners and ownersInvestment representative, financial representative, insurance broker, real estate brokerControllers, accounting managers, accounting supervisors of companies and corporationsPresident, Vice President of Finance and financial managers of businesses and corporationsTreasurers of businesses and corporationsSelf- employed business owners, independent contractors

What you get

CertificateEmailed to each attendee after the session.
HandoutsSlides and checklists to reuse with your team.

About the speaker

E. Pete Lewis
E. Pete Lewis
CPA and tax planner · Lewis & Associates Tax Planning, Inc.

Mr. E. Pete Lewis is a principal at Lewis & Associates Tax Planning, Inc., (LATP) in St. Charles, Illinois. He is a CPA and Enrolled Agent Admitted to Practice Before the IRS. He organized LATP in 2008 after spending 30 years working in tax management positions for Chicago area law firms, public accounting firms and corporations. Mr. Lewis is also an Adjunct Professor at DePaul University’s School of New Learning and University of Phoenix Business School, Chicago on-ground campus. LATP provides tax planning, compliance, IRS debt resolution and audit representation before federal and state tax authorities.

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