Year-End Tax Planning: Thinking Outside the Box


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 2019-20 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!


Upon completion of this course you will be able to: * Define the "hot issues" facing tax practitioners in planning for client returns. * Apply key concepts to special client situations. * Review of recent legislation and developments.


* Discuss the most recent tax legislation, rulings and developments during 2020, including COVID-19 related issues. * The new Section 199A deduction. * Tax provision and 2020 extensions. * Timing income and deductions. * Planning for 2020 losses, carrybacks and amended returns * Alternative minimum tax (AMT) issues. * 3.8% net investment income tax. * Rediscovering Section 1202 QSBS. * Reconsidering choice of entity.

Who Should Attend

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.

Required Knowledge

Basic working knowledge of the tax return preparation.

Advanced Prep


Event Speaker(s)

Doug Van Der Aa ( Van Der Aa Tax Ed, LLC, Novi, MI ),

Additional Event Information

Check-in for all in-person events begins one hour prior to event start time. Also, be sure to allow enough time for traffic, parking, and check-in. If you should arrive late or depart early, you must adjust your CPE credit accordingly.

Also Available As

Wednesday, September 14, 2022 (1:00 pm–4:45 pm ET)
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Monday, October 10, 2022 (8:30 am–12:15 pm ET)
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Thursday, January 12, 2023 (8:30 am–12:15 pm ET)
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Wednesday, February 8, 2023 (8:30 am–12:15 pm ET)
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Tuesday, February 28, 2023 (8:30 am–12:15 pm ET)
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Level: Intermediate

Event Code:SEM00622

Registration Fees

RegistrationEarly BirdRegular
NCACPA Member$145.00$170.00
CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants 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/.

For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.