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Federal Income Tax Update for the 2018 Tax Season


December 17, 2018


Vicki L. Mulak

  1:00 PM ET | 12:00 PM CT | 10:00 AM PT | 120 Minutes


The new IRS Form 1040 is much smaller but does not necessarily make life easier for taxpayers and preparers as it comes with six additional forms for specific situations. The new Form 1040 which reflects some changes introduced by the Tax Cuts and Jobs Act (TCJA) will come into effect from the 2019 tax season. Taxpayers and practitioners must be fully aware of how to prepare and file the new individual income tax return form as 2018 is ending.

Apart from the changes in IRS Form 1040, the TCJA has brought various other changes and there are new sections, definitions and requirements in force. New provisions on tax credits, exemptions, property settlement, Section 199A and divorce also need to be considered.

This 120-minute session by Vicki L. Mulak, EA, CFP® will cover the impact of tax reform on the various sections of the Form 1040, Internal Revenue Code (IRC) changes, new tax legislation and related case law. With a focus on implementation and compliance, this course will cover all aspects of legislative, judicial and IRS developments in the past year. Most importantly, you will learn how to compliantly and effectively carry out tax planning for your clients in the coming year.

Session Highlights:

  • Analyzing the key provisions impacting individuals and business taxpayers in the Tax Cuts and Jobs Act
  • Section 199A code changes
    • Qualified business income
    • Maximizing deductions
  • Guidance on easing listed transactions and syndicated conservation
  • Tax planning strategies for individuals and businesses
  • Tax reforms affecting individual taxpayers in various situations:
    • Death of taxpayer
    • Filing status
    • Dependent issues
    • Withdrawal penalties and exemptions
    • Divorce and separation
    • Alimony and support
    • Property settlement
    • Co-owned property
    • Debt cancellation
    • Sales taxes
    • Alternative minimum tax
  • Tax calculations
  • Tax credits for 2018

Who Will Benefit:

  • CPAs
  • Enrolled Agents
  • Tax Preparers
  • Tax Attorneys
  • Financial Planners
  • Finance and Accounting Professionals
  • Small Business Owners

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