Powerful 2020 Tax Strategies and Why You Must Act Before Year End

4.4 (1389)

Jamie Pope

Addicus Family Office

Thursday, October 22, 2020 | 02:00 PM EDT

  • AFSP
  • CFP
  • CPA
  • EA
  • Tax Preparer
  • Oregon Tax Preparer
  • CTEC

1 Credit


Subject Area


Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273)

1 CE credit of Federal Tax for Oregon Tax Preparers

1 CE credit of Federal Tax for Maryland Tax Preparers

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ )

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

2020 is shaping up to be a watershed year in more ways than one. It is expected that taxes can change in the pandemic and election background. Tax professionals are preparing their clients for the coming time with most likely implications for effective 2020 tax bill. For instance:

  • The CARES ACT provides temporary benefits, but they must be taken advantage of before they expire at year end. Seeking to take those available benefits now.
  • Most advisors fear a possible new administration wanting to implement proposed changes or repeal of the 2017 TCJA.
  • If the TCJA is repealed, it could be enacted in 2021. This would create changes beginning with next year’s tax returns, leaving no time to plan retroactively. This means you may not have the luxury of waiting several years before meaningful tax changes could impact your clients.

The course covers the following:

  • How a roll back of the 2017 TCJA would affect your clients and what you must do now?
  • How to still reduce 2020 income taxes?
  • How to accelerate real estate tax deductions into 2020 and perhaps receive tax refunds?
  • How to defer capital gains by using a self -directed Opportunity Zone Fund without having to make immediate reinvestment decisions?
  • How to take full advantage of the temporary tax benefits of the CARES Act?
  • How to roll multiple future years of charitable tax deductions into the current year, and only give a single year’s donation now?
  • How to plan for ROTH IRA conversions under current favorable tax law?

Attendees of webinar will have access to insights and strategies which have meaningful impacts on your clients for years to come. Register now...!

Learning Objectives

  • To identify possible adverse changes of tax law and prepare your clients now.
  • To identify and recognize significant tax savings still available for 2020.
  • To recognize the benefits of qualified opportunity zones and how to defer capital gains taxes now and perhaps forever.
  • Identify which clients are good prospects for accelerated real estate tax deductions into the current year.
  • To identify tax refund opportunities provided by the CARES Act.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros
  • Young CPA


    [no_of_record] => 1389
    [average] => 4.4183




great seminar


interesting topics


Jamie is very knowledgeable and a good presenter.


Overall this was a great presentation


The handout materials didn't match what the presenter used, even after they were re-provided by MYCPE. The presentation the presenter used had updated information that would have been very handy to have.


great speaker. very educational