CFO Series: Key Tax Issues Part 2 WEBCAST

Monday, September 27 8:00am - 12:00pm PDT

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4.0 Credits

Member Price $158.00

Non-Member Price $183.00

Overview

The CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to choose multiple days of CPE with a single decision. Each day consists of a subject matter expert leading discussions about two different topics. In Key Tax Issues Part 2 we will examine how the new interest expense limitation rules apply to partnerships, S and C corporations and their owners. We will also dig into the new rules for deducting business losses.

Highlights

Navigating the New Interest Expense Limitation

Are you large enough to have your interest expense limited?  This program will discuss how the new 30%/50% limit works and what happens to excess interest expense.  We will examine how the new rules apply to partnerships, S and C corporations and their owners.  This session will discuss reporting on Form 8990, as well as the 2022 problem.

COVID-19 Losses:  Going Backwards and Forwards

The Tax Cuts and Jobs Act (TCJA) made turning business losses into tax refunds far more difficult.  The CARES Act suspended and modified many of those changes.  This session will dig into the new rules for deducting business losses.  We will also address the new 5-year carryback, as well as amended returns and “quickie refunds.”

Prerequisites

Financial Management experience.

Designed For

People who are, or aspire to be, chief financial officers.

Objectives

Find out how to navigate federal interest limitation rules. Understand how the Tax Cuts and Jobs Act (TCJA) will affect your organization’s ability to carryback and carryforward business losses.

Preparation

None.

Notice

None.

Leader(s):

Leaders

Douglas Van Der Aa

Doug Van Der Aa is a Tax Manager for the Grand Rapids, Michigan firm of Hungerford, Aldrin, Nichols & Carter, PC, CPAs and Consultants, where he specializes in the preparation and review of individual, corporate, estate, trust and partnership tax returns for small and mid-sized businesses; acquisition, and reorganization and financing of corporations, limited partnerships and limited liability companies; complex commercial real estate transactions (Section 1031 tax-free exchanges, leasing, purchase/sale); tax research and planning. Over the past 10 years, Doug has taught several accounting and tax courses for Grand Valley State University, Hope College and Davenport University, as well as served as a speaker for the Michigan Association of CPAs. Doug received his B.S. in accounting from Dordt College and his Juris Doctor from the University of Illinois. He is a member of the MACPA, Michigan State Bar, AICPA and the Economic Club of Grand Rapids.

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Non-Member Price $183.00

Member Price $158.00