Compass Tax Educators

This class reviews tax planning strategies that the tax practitioner can use for his or her clients in 2019 to reduce federal tax liability. Particular attention is paid to strategies created or enhanced by the Tax Cuts and Jobs Act.

Learning Objectives

1. Explain qualified opportunity zone funds and how they can be used to defer or eliminate capital gain income.
2. Describe the new limits on excess business losses and net operating losses and ways to mitigate the potential effect.
3. Describe the ways to expense various business assets under the Tax Cuts and Jobs Act and planning strategies for use when determining your expensing method and amount.
4. Explain how and when a cost segregation study on a client’s rental property could provide optimal tax outcomes.
5. Demonstrate and quantify how your children or relatives can provide you tax savings opportunities

Webinar details:

• Length: 100 minutes (2 CE) each plus optional question-and-answer session (no CE)
• Prerequisite: None
• Advanced Preparation: None
• Program Level: Intermediate
• IRS Program Number for On-Demand Webinar: NMVBP-T-00119-19-S
  
• Delivery Method: Self-Study On-Demand
• Field of Study: Federal Tax Law (IRS)
• Credit hours: 2 IRS, 

All continuing education credit is provided through Gregory & Associates, Inc. which is doing business as Compass Tax Educators.  See below for more information regarding administrative policies, such as complaints or refunds, or contact Sherrill Trovato, EA, USTCP, President of Gregory & Associates, Inc., at 714.777.9359.  There are no prerequisites or advanced preparation required for this webinar.  

IRS Provider Number: NMVBP This webinar has been designed by Gregory & Associates, Inc. to meet the requirements of the IRS Return Preparer Office, including sections 10.6 and 10.9 of Department of Treasury's Circular No. 230.  This does not constitute an endorsement by the IRS RPO.

Webinar Policies, Refunds, Cancellations: 

CE credits are available on the on-demand webinars only by receiving a passing score of 70% on the quiz that is available to you after completion of the on-demand webinar.  The quiz must be completed within 3 months of the date the on-demand webinar is purchased to qualify for CE credit.  Upon completion of the quiz, send an email to [email protected] with your name and PTIN if you wish to have IRS CE credit uploaded on your behalf and your PTIN doesn't appear on the certificate.

Compass Tax Educators provides high quality instruction and content.  There are no refunds for the purchase of on-demand webinars, but if you experience technical difficulties while viewing a webinar, contact us to resolve the issue.

If you have any questions regarding our refund policy, or any other administrative policy, please contact Sherrill Trovato, EA, USTCP at 714.777.9359 or Geri Bowman, CPA, EA, USTCP at 330.628.0415.