Federal Tax Update with Greg & George WEBCAST

Thursday, December 30 8:00am - 4:00pm PST

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Your Desk

8.0 Credits

Member Price $259.00

Non-Member Price $309.00

Overview

More than ever, this year promises to be one with lots of questions from your clients. How will the CARES Act, PPP Act, and the latest cases and administrative guidance affect the upcoming tax preparation season? How have the documentation requirements for meals and entertainment been changed? You’ll be 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 S corporation, partnerships and individual returns for 2021. This fast-paced program will highlight legal and regulatory developments as well as give you a head start on those 2021 returns.

Highlights

ARPA (American Rescue Plan Act) including changes to the following: employee retention credit, dependent care credit, earned income credit, paid sick leave and family medical leave, premium tax credit, taxation of EIDL advances, tax treatment of restaurant revitalization grants, unemployment taxability, and other tax provision. CARES Act impact - Including the retention credit, business loss limitations (Section 461(l)), and Section 163(j) limits. Have the IRS audit rates increased or decreased? New cases on: documentation of charitable contributions, and taxability of debt relief. Lastly, we’ll keep you “up to the minute” on late-breaking tax developments.

Prerequisites

None.

Designed For

Designed for tax professionals involved in federal tax planning or tax return preparation.

Objectives

Learn which of your clients qualify for the new Retention Credit. Compute disallowed expenses related to PPP loan forgiveness. Review new forms issued by the IRS. Identify changes that will affect 2021 tax returns.

Preparation

None.

Notice

None.

Leader(s):

Leaders

George Koutelieris

4.93 stars out of 5

“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

4.96 stars out of 5
“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 founder, shareholder, and President of CPA firm WGN, P.S. in Seattle, Washington, which serves a successful entrepreneurial client base. He also owns and operates State of the Art Tax, LLC, a tax education company. Greg is in his twelfth year as an Adjunct Professor at the Golden Gate University’s Seattle Campus. 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 $309.00

Member Price $259.00