On-Demand

The New Tax Playbook: Modeling, Trade-Offs, and Smarter Client Advice

CPE: 2

Overview

Laurie Smith, Tax Partner at Wiss & Company, LLP, outlines how recent tax reforms require a shift from compliance to strategic advisory. This session explores key provisions and how they interact to impact planning. Attendees will learn to identify modeling risks, clarify client misconceptions, and recognize when deeper analysis is needed to guide smarter, multi-year tax decisions.

Product Code
1000005031
Credit Type
CPE: 2
CPE-Technical: 2
Format
Online Self-Study
Intended Audience
CPAs and other Financial Professionals looking to enhance their knowledge on the topic.
NASBA Field of Study
Taxes
Level of Difficulty
Update
Prerequisites
Work experience in tax planning or tax compliance, or an introductory course in taxation.
Advance Preparation
None.

Learning Objectives

Identify key tax reform provisions impacting R&E capitalization, bonus depreciation, and interest deductibility

Recall when and why to engage specialized tax advisory resources for complex client situations

Recognize common client misconceptions and oversimplified modeling approaches related to Sections 174, 168(k), and 163(j)

Identify how tax planning strategies differ between entity types

Additional Details

This prerecorded broadcast is provided through our partnership with Kaplan Professional Education. Please note the expiration date on this course.

The New Tax Playbook: Modeling, Trade-Offs, and Smarter Client Advice

Member

Nonmember

Overview

Product Code

Credit Type

Format

Intended Audience

NASBA Field of Study

Level of Difficulty

Prerequisites

Advance Preparation

Learning Objectives

Additional Details