New York Chapter Education

8:00 am - 5:00 pm
CPE: 8

Tax Reform changed the face of the tax world. This hands-on seminar looks at how tax reform impacts the 1040 as well as presenting an overview of Trusts. T he session will cover the changes to Schedule A, the expanded Child Tax Credit, new Family Tax Credit, changes to 529 and the how the world turned upside down.

At the end of this session, attendees will be able to:
• Recognize the new Standard Deductions and Tax Rates
• Distinguish between Qualified Child and Qualified Relative
• Calculate the 2018 federal state and local tax deduction
• Discuss the impact of items no longer deductible on the Schedule A
• Calculate the new Kiddie Tax
• Determine the expanded Child Tax Credit
• Understand the new Family Tax Credit
• Advise clients on the expanded uses of 529 funds,
including rollover to ABLE
• Understand why clients form Trust
• Recognize the different types of Trusts utilized by clients
• Determine when a Trust tax return is due

8:00 am - 5:00 pm
CPE: 8

Tax Reform for Small Businesses Tax Reform radically changes how our small business clients will move forward. This session will review how Tax Reform will be implemented among our Schedule C filers as well as entity members and corporations.

At the end of this session, attendees will be able to:
• Recognize when the Small Business Deduction is available
• Calculate the Small Business Deduction
• Discuss the Small Business Accounting Method expansion
• Utilize Bonus Depreciation, Section 179
• Discuss the new Paid Family/Medical Leave credit
• Recognize the revised NOL provisions
• Discuss the previously available tax breaks no longer available

Fees listed are per day.

Early rates end 8 days prior to the seminar start date.
Registration includes e-materials and meal.

Cancellation Policy:

Cancellations must be submitted to NATP 8 days prior to the seminar start date and are subject to a $25 fee per day.