One Big Beautiful Bill: What’s in It and How to Plan for It WEBCAST

Overview

The Tax Cuts and Jobs act extension passed in the House and has moved to the Senate. It’s been 8 years since we’ve seen tax legislation this important. Join Greg and George as they move through the Act and likely changes in the Senate. Beautiful Bill Webinar graphic

Highlights

The state and local tax itemized deduction has been increased. There are a couple of twists, we’ll cover them. Who will benefit and who won’t. Section 199A QBID deductions. What changed and how to plan for it. Bonus depreciation. The Act makes a retroactive change to bonus depreciation. We’ll discuss the effective date and planning ideas. Excess business losses. Restrictions on deducting the pass-through-entity tax (“PTET”). Permanent extensions of individual tax rates. Increases to the standard deduction and a new phase-out for itemized deductions. Changes to the deductibility of employer-provided meals. Estate tax changes and gifting opportunities. Repeal of the clean vehicle credit. And how to get it before it’s gone.

Prerequisites

None.

Designed For

CPAs and other tax professionals.

Objectives

Greg and George will cover the provisions and walk you through planning strategies.

Preparation

None.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader Bios

George Koutelieris, Johnson & Shute PS

4.93 stars out of 5

“These 2 rock. [They are] prepared and knowledgeable.”
“George & Greg always do a great job! They are always super helpful.” - past attendees

George Koutelieris, CPA, is a shareholder with the firm Johnson & Shute P.S. He subsequently received his Master’s in Taxation from Golden Gate University graduating with Highest Honors in 2010 and being awarded the Outstanding Graduate Tax Student Award for the Seattle campus of Golden Gate. He is currently an Adjunct Professor at Golden Gate University teaching various tax courses. George’s practice includes planning and consulting on complex transactions including formations, liquidations, mergers and acquisitions, purchase and sales, multi-state and international tax for closely held businesses and their owners. In addition, George provides compliance and representation services before the IRS and various state taxing agencies for clients. George is also an active speaker on various tax topics, having presented in the past for Golden Gate University, the Washington Society of Certified Public Accountants, and the Oregon Society of Certified Public Accountants. George Koutelieris and Greg White are available to teach in-house courses in tandem for company CPE needs.

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Gregory White, President, WGN PS

4.96 stars out of 5
“These 2 rock. [They are] prepared and knowledgeable.”
“George & Greg always do a great job! They are always super helpful.” - past attendees

Greg White, CPA, has practiced tax accounting for more than 35 years. He is founder, shareholder, and President of CPA firm WGN, P.S. in Seattle, Washington, which serves a successful entrepreneurial client base. He also owns and operates State of the Art Tax, LLC, a tax education company. Greg is in his twelfth year as an Adjunct Professor at the Golden Gate University’s Seattle Campus. Greg is licensed to practice in and has argued cases before the U.S. Tax Court. He has been named a “Top 50” IRS Practitioner by CPA Magazine. Greg has extensively presented tax CPE, predominantly on the west coast, over the last decade and has written and presented live courses and webinars for CCH and others nationally. He has presented tax topics in the Pacific Northwest on TV including spots on KOMO TV and King TV.

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