2020 Federal Tax Update with Greg & George WEBCAST

Wednesday, January 6 8:00am - 4:00pm PST

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Your Desk

8 Credits

Member Price $249.00

Non-Member Price $349.00

Overview

More than ever, this year promises to be one with lots of questions from your clients. What crucial new guidance has been issued under the Tax Cuts and Jobs Act (TCJA)? You’ll bel guided through the maze with this eight-hour CPE course taught by Greg White and George Koutelieris. This course will get you up to speed on the latest developments related to individual, partnership, S corp, and C corp returns for 2020. This fast-paced program will highlight legal and regulatory developments as well as give you a head start on those 2020 returns.

Highlights

Final “O-Zone” regulations under section 1400Z-2: How to elect to defer gain when reinvesting in a qualified opportunity fund. Final regulations under section 163(j) (30% interest limitation). Planning ideas to reduce the impact of the limit. Elections out of the interest limits. “Opportunity zones”: How your clients can benefit from them. What mistakes could your clients make in investing in opportunity zone funds? Lastly, we’ll keep you “up to the minute” on late-breaking tax developments.

Prerequisites

A working knowledge of federal business tax.

Objectives

Explain the latest developments in individual taxation for 2019. Explain the latest developments in business taxation for 2019. Learn the TCJA impact on business returns-qualified opportunity funds and the interest limitation rules of Schedule 163(j). Prepare accurate individual and business tax returns for 202. Identity tax-savings opportunities for your clients.

Preparation

None

Notice

This event features reduced virtual-event pricing. Find all events with virtual-event pricing here. For additional discounts, view our Value Programs

Leader(s):

Leaders

George Koutelieris

4.90 stars out of 5 - speaker rating for 2019 for George Koutelieris and Gregory White

“These 2 rock. [They are] prepared and knowledgeable.”
“George & Greg always do a great job! They are always super helpful.” - past attendees

George Koutelieris, CPA, is a shareholder with the firm Johnson & Shute P.S. He subsequently received his Master’s in Taxation from Golden Gate University graduating with Highest Honors in 2010 and being awarded the Outstanding Graduate Tax Student Award for the Seattle campus of Golden Gate. He is currently an Adjunct Professor at Golden Gate University teaching various tax courses. George’s practice includes planning and consulting on complex transactions including formations, liquidations, mergers and acquisitions, purchase and sales, multi-state and international tax for closely held businesses and their owners. In addition, George provides compliance and representation services before the IRS and various state taxing agencies for clients. George is also an active speaker on various tax topics, having presented in the past for Golden Gate University, the Washington Society of Certified Public Accountants, and the Oregon Society of Certified Public Accountants. George Koutelieris and Greg White are available to teach in-house courses in tandem for company CPE needs.

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Gregory White

4.90 stars out of 5 - speaker rating for 2019 for Gregory White and George Koutelieris
“These 2 rock. [They are] prepared and knowledgeable.”
“George & Greg always do a great job! They are always super helpful.” - past attendees

Greg White, CPA, has practiced tax accounting for more than 35 years. He is a founder, shareholder, and President of CPA firm WGN, P.S. in Seattle, which serves a successful entrepreneurial client base. Greg is in his 10th year as an Adjunct Professor at the Golden Gate University’s Seattle Campus where he has taught Taxation of Property, Tax Accounting and Individual Taxation. Greg is licensed to practice in and has argued cases before the U.S. Tax Court. He has been named a “Top 50” IRS Practitioner by CPA Magazine. Greg has extensively presented tax CPE, predominantly on the west coast, over the last decade and has written and presented live courses and webinars for CCH and others nationally. He has presented tax topics in the Pacific Northwest on TV including spots on KOMO TV and King TV.

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Non-Member Price $349.00

Member Price $249.00