Year-End Tax Planning: Thinking Outside the Box
Total Credits: 4 including 4 Taxes - Technical
- Average Rating:
- Not yet rated
- Categories:
- ACPEN Industry Institute | IRS Approved | Tax
- Faculty:
- Doug Van Der Aa, CPA, JD
- Course Levels:
- Intermediate
- Duration:
- 4 Hours
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
Tax planning is more than an estimated tax calculation, it's a process. Where are we now and what can we change? This timely program will highlight significant 2022-23 tax developments and discuss key tax planning ideas for your clients as you prepare for the upcoming tax season. Don’t wait until late December to start planning for your clients!
**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 kori.herrera@acpen.com.
Basic Course Information
Learning Objectives- Identify the "hot issues" facing tax practitioners in planning for client returns
- Apply key concepts to special client situations
- Identify recent legislation and developments
Major Subjects
- Discuss the most recent tax legislation, rulings and developments
- Section 163(j) interest expense deduction
- New 21% corporate tax rate
- Medicare tax on high income wages and SE income
- Tax provision and extensions
- Timing income and deductions
- Alternative minimum tax (AMT) issues
Course Materials
| Important CPA Credit Instructions READ BEFORE WEBCAST UPDATED (487.5 KB) | Available after Purchase | ||
| IRS CE Credit Request Form (544.6 KB) | Available after Purchase | ||
Faculty
Doug Van Der Aa, CPA, JD Related Seminars and Products
Doug Van Der Aa, CPA, JD, is a lively and energetic speaker on the subject of taxes and ethics, and has extensive experience in leading discussions for conferences, seminars and webinars. He is a highly rated speaker and seminar leader for state CPA societies and other organizations throughout the country.
Van Der Aa has more than 25 years of experience, including tax practice in CPA firms and the practice of transactional business and real estate law as an attorney. His practice concentrated on the tax needs of closely held businesses, with their related pass-through entities, complex individual returns, estates and trusts.
Van Der Aa taught for 10 years as an adjunct instructor and for one year as assistant professor of accounting and taxation for Grand Valley State University’s Seidman College of Business, where he taught in both the undergraduate and MST programs.
Dates
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Fri, Jul 18, 2025 - 07:00am to 11:00am PDT
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Tue, Jul 22, 2025 - 04:00pm to 08:00pm PDT
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Tue, Aug 12, 2025 - 12:00pm to 04:00pm PDT
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Mon, Aug 18, 2025 - 07:00am to 11:00am PDT
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Tue, Sep 09, 2025 - 12:00pm to 04:00pm PDT
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Thu, Sep 18, 2025 - 07:00am to 11:00am PDT
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Tue, Oct 14, 2025 - 12:00pm to 04:00pm PDT
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Tue, Oct 14, 2025 - 04:00pm to 08:00pm PDT
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Tue, Nov 11, 2025 - 12:00pm to 04:00pm PST
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Tue, Nov 18, 2025 - 07:00am to 11:00am PST
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Thu, Dec 11, 2025 - 04:00pm to 08:00pm PST
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Sat, Dec 13, 2025 - 07:00am to 11:00am PST
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Thu, Dec 18, 2025 - 07:00am to 11:00am PST
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Tue, Jan 13, 2026 - 12:00pm to 04:00pm PST
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Sat, Jan 31, 2026 - 07:00am to 11:00am PST
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Tue, Feb 10, 2026 - 12:00pm to 04:00pm PST
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Wed, Feb 18, 2026 - 07:00am to 11:00am PST
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Tue, Mar 10, 2026 - 12:00pm to 04:00pm PDT
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Wed, Mar 18, 2026 - 07:00am to 11:00am PDT
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Tue, Apr 14, 2026 - 12:00pm to 04:00pm PDT
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Sat, Apr 18, 2026 - 07:00am to 11:00am PDT
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Additional Info
Basic Course Information
Advanced Preparation NoneCourse Developer
Van Der Aa Tax Ed, LLC
Designed For Practitioners and members in industry seeking a general business and individual tax update or wishing to review key tax topics for planning and preparing client returns
Yellow Book No
Original Recording Date
05/25
Prerequisites Basic working knowledge of the tax return preparation
Date Added to Catalog 3/15/2025
Additional Information
Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).Course Registration Requirements Online Registration
Instructional Delivery Method Group Internet Based
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
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.