Events Search
  Summary & Check Out (0)
Thursday, September 17, 2020 Webcast

Federal Taxation Interest Group Meeting and Technical Session (E2009168)

2:00 PM - 4:30 PM EDT

Registration: 2:00 PM EDT

webcast

Webcast

2.0 CPE Credits in TX

OVERVIEW

HIGHLIGHTS

Ed Mendlowitz from Withum will be presenting two topics.

Employee benefit plans for small business clients:

Ed will provide an overview of many nontraditional benefit plans small business clients can provide to employees along with the tax issues for each plan. Covered will be bonus and incentive payment arrangements with current and deferred payments, stock options, restricted stock, phantom stock and cash value life insurance policies. Also covered will be stock valuation issues and safe harbor SIMPLE plans and solo 401(k)s. Section 83(b) elections and 409A withholding taxes will also be covered.

In second hour of the meeting, Ed will be discussing tax changes, planning and compliance opportunities to individual and business clients

He will cover how remote client engagement has changed the way CPAs can interact with clients and it has eliminated many of the subtleties that occur during personal interactions. This program will show ways to present and discuss tax issues and changes that affect clients, and ways to project future tax and complicated tax issues and the need for greater compliance in many areas that have traditionally fallen through the cracks. Many specific illustrations will be provided. These techniques can be carried forward to all future interactions whatever the format.

COURSE LEVEL

Basic

INSTRUCTOR

Edward Mendlowitz

Edward Mendlowitz, CPA/ABV/PFS/CFF

WithumSmith+Brown

Ed Mendlowitz, CPA, PFS, ABV, CFF is a partner at WithumSmith+Brown, PC.  He is a member of AICPA, NYSSCPA, NJSCPA and NCACPA.  Ed is the author of 27 professional books including the bestselling How to Review Tax Returns (2014 CPA Trendlines); author of over 1500 articles and blogs and 300 continuing education courses and speeches.  He won the Lawler Award for best article published in 2001 in Journal of Accountancy; and his article in January 2011 Journal of Accountancy was that year’s most viewed article.  Ed has testified twice before House Ways and Means Committee on tax reduction, equity and reform; he is admitted to practice before U.S. Tax Court; and is an MBA professor at Fairleigh Dickinson University.  He was a team captain and performed peer and quality reviews for over 60 practices.  Ed is also author of twice weekly blog, www.partners-network.com.

PRICING

Free Event
Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form