ACPEN Signature: 2018 Tax Planning After the Tax Reform Act
Total Credits: 8 including 8 Taxes - Technical
- Average Rating:
- 96
- Categories:
- ACPEN Signature | IRS Approved | Tax
- Speakers:
- C. Clinton Davis, CPA, JD | William Hornberger, JD, CPA | Bruce McGovern, JD, LLM | Charles D. Pullman, JD | Matthew J Roberts, JD | James A. Smith, CPA, CGMA | Arthur Joseph Werner, JD, MS (Taxation)
- Course Levels:
- Update
- Duration:
- 8 Hours
Description
**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.
Basic Course Information
Learning Objectives- Discuss tax planning strategy for S corporations based on Tax Reform
- Explore in detail the new deduction for pass-through entities
- Analyze the one-year planning opportunity for alimony/divorce
- Discuss new developments affecting basis adjustments for partnerships
Major Subjects
- What We Know Now About the new Audit Rules
- The Tax Reform Act and Small Business
- Estate Planning after Tax Reform
- Planning with the new Pass Through Entities Deduction—Section 199A
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase | ||
| IRS CE Credit Request Form (0.15 MB) | Available after Purchase | ||
| ACPEN_Signature_2018-Tax_Planning_After_the_Tax_Reform_Act-updated-Manual (26.92 MB) | Available after Purchase | ||
| Test Document (0.11 MB) | Available after Purchase | ||
| ACPEN Signature: 2018 Tax Planning After the Tax Reform Act_Q&A (0.01 MB) | Available after Purchase | ||
Speaker
C. Clinton Davis, CPA, JD Related Seminars and Products
Krage & Janvey, L.L.P.
C. Clinton Davis JR, is with the law firm of Krage & Janvey, LLP in downtown Dallas. He graduated cum laude from the SMU Dedman School of Law in 1980 and first in his graduating class from Northwestern State University of Louisiana in 1977 with a Bachelor of Science in Accounting. He was first licensed in Florida as an attorney in 1980 and then in Texas in 1982. He has been a licensed CPA in Texas since 1980. He has been Board Certified in Tax Law by the Texas Board of Legal Specialization since 1988. He has been named as a Super Lawyer, a Top Attorney in Texas by Texas Monthly, one of the Best Lawyers in Dallas by D Magazine and a Top Rated Lawyer by the Dallas Morning News, all in the tax area.
Clint has in the past been an author and discussion leader for numerous CPE courses for the Texas Society of CPAs. Clint also speaks before various bar associations and accounting conferences. and is a frequent presenter and moderator on the Accountants’ Continuing Professional Education Network.
Clint primarily represents high net worth individuals and closely held businesses with much of his time devoted to real estate tax planning, implementation of S corporation ESOPs, mergers and acquisitions and private foundations.
William Hornberger, JD, CPA Related Seminars and Products
Jackson Walker LLP
William Hornberger, JD, CPA, is passionate about the practice of law and about helping people and enterprises achieve business goals. For nearly 30 years, he has practiced in the areas of tax, transactional, international and corporate law at Jackson Walker and has loved every minute of it! His tax practice has touched nearly every area of the tax law, including corporate, partnerships and LLCs, international, real estate, corporate, oil and gas, bankruptcy, tax credit and tax controversy and procedural matters. His broad transactional practice includes mergers and acquisitions, complex partnership, joint venture, real estate and private equity arrangements, complicated cross-border business structuring matters involving investors from multiple countries, Tax Treaty and IRS Competent Authority matters. He has represented taxpayers on tax controversy matters in IRS administrative appeals and before the U.S. Tax Court, the U.S. District Court, the U.S. Bankruptcy Court, the Courts of Appeals for the Fifth and Eleventh Circuits and the U.S. Court of International Trade. Active professionally, William is a member of the American Bar Association, the State Bar of Texas, and has acted as Chair of its Section of Taxation. He is also a member of the AICPAs, and served on its Council. William is a member of the Texas Society of CPAs and served as its Chair, and on its Executive Board.
Bruce McGovern, JD, LLM Related Seminars and Products
Professor
South Texas College of Law
Bruce McGovern, JD is a member of the faculty at South Texas College of Law Houston, where he also serves as Director of the school’s Low Income Taxpayer Clinic. Previously, he served for many years as the school’s Vice President and Associate Dean for Academic Administration. He received his undergraduate degree from Columbia University and his law degree from Fordham University School of Law. After law school, he served as a judicial clerk for Judge Thomas Meskill on the U.S. Court of Appeals for the Second Circuit in New York. He then practiced law with the law firm of Covington & Burling in Washington, D.C. He subsequently earned an LL.M. in Taxation from the University of Florida Levin College of Law, where he taught as a visiting faculty member before joining the faculty at South Texas College of Law Houston. Professor McGovern teaches and writes in the areas of business organizations and taxation. His courses include Federal Income Taxation, U.S. Taxation of International Transactions, Partnership and Subchapter S Taxation, and Federal Tax Procedure. He frequently speaks on recent developments in federal income taxation. Professor McGovern is a member of the Council of the State Bar of Texas Tax Section, a former Chair of the Houston Bar Association Section of Taxation, and a Fellow of the American College of Tax Counsel.
Charles D. Pullman, JD Related Seminars and Products
Partner
Meadows, Collier, Reed, Cousins, Crouch & Ungerman, LLP
Charles D. Pulman, JD, is a tax partner with the Dallas law firm of Meadows, Collier, Reed, Cousins, Crouch & Ungerman, LLP. Charles’ practice focuses primarily on federal tax planning and compliance with extensive experience dealing with IRS agents and IRS attorneys. Charles has represented client on tax matters throughout the United States. He graduated with an LL.M. in taxation from New York University in 1977 and is board certified in Tax Law by the Texas Board of Legal Specialization. He is also a Certified Public Accountant. Charles writes and speaks extensively on tax related topics and has written and spoken on several occasions with regard to the new IRS audit regime affecting partnerships. Charles has been recognized by his peers as a Texas Super Lawyer and he has been recognized as one of the Best Lawyers in Dallas by D Magazine.
Matthew J Roberts, JD Related Seminars and Products
Senior Tax Associate
Meadows, Collier, Reed, Cousins, Crouch & Ungerman, LLP
Matthew Roberts, JD, is a senior tax associate with the law firm Meadows, Collier, Reed, Cousins, Crouch & Ungerman, LLP. He represents individuals, estates, partnerships, and large corporations in all stages of a tax dispute, including IRS examinations, administrative appeals, and litigation in the U.S. Tax Court and Federal District Court. Matt’s practice also includes domestic and international Income Tax and Business Planning. From 2012-2015, Mr. Roberts was an attorney-advisor for The Honorable Chief Judge Michael B. Thornton, United States Tax Court in Washington, D.C. Since its enactment, Mr. Roberts has written articles and has participated in speaking engagements on the new centralized partnership audit rules. He received his LL.M. in taxation from New York University School of Law and his J.D., summa cum laude, from the University of Mississippi School of Law. He also received his Masters of Taxation and his Bachelor’s of Accounting from The University of Mississippi. 
James A. Smith, CPA, CGMA Related Seminars and Products
Managing Director
Smith, Jackson, Boyer & Bovard, PLLC
James A. (Jim) Smith, CPA, CGMA, serves as Managing Director of Smith, Jackson, Boyer & Bovard, PLLC, a Dallas Certified Public Accounting firm. He practices extensively in tax compliance, planning and controversy representation for individuals and entrepreneurial businesses. He also is engaged in the preparation, compilation and review of financial statements; exit strategy planning for entrepreneurs; merger and acquisition planning and transactions; and forensic accounting and litigation services.
Mr. Smith served as Chair of the Texas Society of CPAs (TSCPA) for the 2007-2008 year, and as a member of its Professional Standards and Federal Tax Policy Committees since their inception. He served as a member of the AICPA Council 2007 through 2011 and from 2012 through 2015. He also served as an appointed member of two of the AICPA’s key standard setting committees: the Accounting and Review Services Committee from 2008 through 2011 and the Tax Practice Responsibilities Committee, 2014 to 2017.
Arthur Joseph Werner, JD, MS (Taxation) Related Seminars and Products
President
Werner-Rocca Seminars, Ltd
Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals. In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University. Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.
Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.
Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Course Developer Business Professionals' Network, Inc.
Yellow Book No
Original Recording Date 05/16/2018
Date Added to Catalog 01/29/2018
Designed For Public Practitioners and Industry CPAs, EAs
Additional Information
Instructional Delivery Method Group Internet BasedComplaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of 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
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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