It’s been a year since the 2017 tax act. Ted Stacey will update you on any regulations and other guidance concerning the legislation and cover any other tax developments since last year.

The Tax Cuts and Jobs Act significantly changed the federal income tax landscape for individuals and businesses. Since Louisiana’s income tax regime “piggybacks” significant portions of the federal income tax regime, the changes at the federal level brought changes at the Louisiana level. This presentation will highlight the more significant impacts the Tax Cuts and Jobs Act had on the Louisiana income tax regime.

The enactment at the end of 2017 of the Tax Cut and Jobs Act has seriously changed the tax landscape for all taxpayers. The new rules create several opportunities for tax savings, tax planners in the trust and estates area should be careful to ensure their clients can take maximum advantage of these new opportunities. This presentation will assist in understanding how to best navigate these new rules and will include planning tips and ideas.

Addressing cybersecurity has changed significantly over the last 5 years. Attacks on your technology systems and data have become more complex and are now focusing on ransom and financial fraud. While network penetration still must be addressed, we must also look at fake links, fraudulent emails, malicious websites, and even bogus phone calls and texting. This session will look at Social Engineering, the importance of a security training program, and why cybersecurity is more than just an IT responsibility. We will demonstrate how to identify and address email threats, ransomware, and the threats of BYOD (Bring Your Own Device).

This session will explain and demonstrate the strategic value of deploying the Office 365 ecosystem of desktop, mobile and cloud based applications to create digital office The breadth of integrated applications in Office 365 that allow you to create a completely digital office is unparalleled. You will leave this session with a solid understanding of what all Office 365 has to offer for your organization.

Beginning in 2018 Section 199A provides for a 20% deduction for qualified business income. This session addresses planning to maximize the benefits of the deduction, including the distinction between a service and a non-service business, strategies for taxpayers subject to a limitation, and reporting issues for pass through entities.

It’s been a year since the 2017 tax act. Ted Stacey will update you on any regulations and other guidance concerning the legislation and cover any other tax developments since last year.

Tax Reform had a major impact on all taxpayers. Corporations received a major rate cut to a flat 21%, while passthrough businesses received a rate cut with the new IRC section 199 deduction. This presentation will discuss choice of entity considerations in this brave new tax world.

Curt will discuss changes in the area of Capitalization and Depreciation in a Post-Tax Reform Environment

Oh no! Your new taxpayer client just told you he has unfiled tax returns or unpaid taxes for multiple periods. Should he continue on this perilous path and keep his head in the sand or is there a path to remedy this growing problem without exposing the client to maximum civil and/or criminal penalties? This program will cover the procedural and strategical factors to consider when deciding whether to pursue a voluntary disclosure with the Internal Revenue Service or Louisiana Department of Revenue.

(IRC Section 1060, 338 and 197) Maximize tax benefits by learning how to properly allocate a transaction price among tangible and intangible assets including non-compete agreements, personal goodwill, Section 197 intangible assets such as customer relationships and patents, and goodwill. The presentation will include an overview of the 338 election which treats a stock purchase as an asset acquisition.

Join us for discussion of changes in the IRS tax controversy space including an IRS organizational and budget update, evolution of the examining process including a discussion of the campaign approach to audits and newly announced campaigns, changes to transfer pricing examination, Appeals considerations, penalty issues, and more.

This presentation will cover the Louisiana state and local tax legislative developments from this year’s numerous special tax sessions as well as significant U. S. Supreme Court jurisprudence. Current Louisiana state and local tax cases will be discussed in addition to regulatory and administrative developments.