TCJA Sunset Tax Strategies 1.5 Credits
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The potential sunset of the Tax Cuts and Jobs Act (TCJA) presents significant challenges and opportunities for individuals and businesses alike.
This CE webinar delves into the possible changes that could reshape the tax landscape, affecting areas such as tax rates, standard deductions, personal exemptions, child and family credits, and the Pease Limitation on itemized deductions. For businesses, this CE Course will review the prospective changes to key provisions, including limitations on business losses, bonus depreciation, IRC §179 expensing, and the Qualified Business Income (QBI) deduction. These elements are critical for businesses looking to optimize tax outcomes during this transitional period.
Estate and gift tax considerations are at the forefront as the webinar covers the expected reduction of the estate basic exclusion amount and the clawback provisions for gifts made before the sunset. We will also discuss planning techniques specific to the calendar years 2024 and 2025, emphasizing the importance of proactive strategies to safeguard wealth.
Major Topics Covered:
Join this CE Course, participants will gain insights into the anticipated impacts and explore strategic approaches to mitigate potential tax liabilities.
For more CE Tax Courses, Click here.
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02275-25-S) | 1 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02275-25-S) | 1 CE | Approved |
| California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1707) | 1 CE | Approved |
| Taxes for Personal Financial Specialist (PFS) | 1.5 CPD | Eligible |
| Taxes for Chartered Financial Analyst (CFA) | 1.5 PL | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Chartered Financial Consultant (ChFC) | 1.5 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02275-25-S) | 1 CE | Approved |
| Taxes for Certified Wealth Strategist (CWS) | 1.5 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1.5 CPD | Eligible |
| Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1.5 CE | Eligible |
| Taxes for Retirement Income Certified Professional (RICP) | 1.5 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-02275-25-S) | 1 CE | Eligible |
| Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 1.5 CE | Eligible |
| Taxes for Wealth Management Certified Professional (WMCP) | 1.5 CE | Eligible |
| Taxes for Financial Services Certified Professional (FSCP) | 1.5 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Chartered Advisor in Philanthropy (CAP) | 1.5 CE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02275-25-S) | 1 CE | Approved |
| Chartered Life Underwriter (CLU) | 1.5 CE | Eligible |
| Taxes for Chartered Special Needs Consultant (ChSNC) | 1.5 CE | Eligible |
| Taxes for CIPM | 1.5 PL | Eligible |
| Taxes for Chartered Advisor in Senior Living (CASL) | 1.5 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02119-24-O) | 1 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02119-24-O) | 1 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1707) | 1 CE | Approved |
| Taxes for Personal Financial Specialist (PFS) | 1.5 CPD | Eligible |
| Taxes for Chartered Financial Analyst (CFA) | 1.5 PL | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Chartered Financial Consultant (ChFC) | 1.5 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02119-24-O) | 1 CE | Approved |
| Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 331103) (Valid upto : Dec 31, 2024) | 1.5 CE | Approved |
| Taxes for Certified Wealth Strategist (CWS) | 1.5 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1.5 CPD | Eligible |
| Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1.5 CE | Eligible |
| Taxes for Retirement Income Certified Professional (RICP) | 1.5 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-02119-24-O) | 1 CE | Eligible |
| Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 1.5 CE | Eligible |
| Taxes for Wealth Management Certified Professional (WMCP) | 1.5 CE | Eligible |
| Taxes for Financial Services Certified Professional (FSCP) | 1.5 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02119-24-O) | 1 CE | Approved |
| Taxes for Chartered Special Needs Consultant (ChSNC) | 1.5 CE | Eligible |
| Taxes for CIPM | 1.5 PL | Eligible |
| Taxes for Chartered Advisor in Senior Living (CASL) | 1.5 CE | Eligible |
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Looking to fulfill your Enrolled Agent (EA) Continuing Education (CE) requirements? MY-CPE online Enrolled Agent CE courses are the best for you. Earn EA CE Credits while enhancing your domain knowledge and expertise in diverse tax regulations and practices. Our courses are designed to provide you with the latest updates and deep insights to keep you ahead in your field. With flexible scheduling and a user-friendly platform, MY-CPE offers you a greater convenient and interactive learning experience. Join MY-CPE today and take the next step in advancing your career as an Enrolled Agent.
Bringing 47 years of experience with tax consulting, estate planning, and employee benefits to his work as an independent consultant, Michael is the owner of MIRANDA CPA & Consulting LLC in Sioux Falls, SD. His tax practice focuses on corporate, individual, estate and gift, and tax accounting. He also provides employee benefit planning and consultation services for qualified, non-qualified, and health and welfare benefit plans. As part of his IRS representation practice, Michael has worked with the National Office to obtain private letter rulings and exempt organization determination letters for clients, in addition to numerous EPCRS submissions and audits. As a nationally recognized tax speaker, he maintains an active schedule presenting webinars and seminars on tax law, employee benefit planning, and estate planning.
Michael spent much of his career as a CPA with a regional CPA firm located in Northwestern Iowa, retiring after 27 years as a senior manager-shareholder with said firm. Prior to this experience, he was a Tax Specialist with a Big 8 accounting firm in their South Bend and Minneapolis offices, providing tax and estate planning for individuals and small to medium-sized businesses. He has earned professional designations including CPA, QKA, and AEP and through professional memberships with the American Institute of Certified Public Accountants (AICPA), the American Society of Pension and Professional Actuaries (ASPPA), National Association of Enrolled Agents (NAEA), and the National Association of Estate Planning Councils (NAEPC). Michael resides in Sioux Falls, SD with his wife Jeanette.
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Ambiguity still exists as to Congressional determination of what the tax law will be in 2026 Planning is most effective if not too quickly implemented. This webinar provides perspective TCJA sunset provisions, assuming the American Congress does not act. We will see.
AS
A lot of good pointers in this webinar and helpful tools to pull the concepts together. I especially liked the extra focus on tax planning for gift giving - very informative!
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