The CPA Perspective: How COVID-19 Impacts Tax Planning and Compliance

Overview


Understanding the terms and provisions in the CARES Act and how they intersect is critical to CPAs, tax advisors and return preparers for effective tax planning and compliance.

Join our discussion as we consider responses to and opportunities presented by COVID-19, both from a US and non-US viewpoint, as they impact funds, investors and individuals.

  • Employee retention tax credits and 941 preparation
  • Sourcing of personal services income
  • Tax nexus considerations
  • Cash flow strategies
  • Debt considerations for private equity
  • Depressed interest rates and asset values in estate planning
  • Intentionally defective grantor trust (IDGT)
  • State tax residency implications of travel restrictions related to COVID-19
  • Cross-border tax considerations

Have an (anonymous) question that you would like us to answer? Be sure to submit it via the registration link.

CLE Credit is pending in California, Illinois, New York and Texas. A Uniform Certificate of Attendance will be made available to participants requesting CLE Credit in all other states. CPE Credit will also be available.

Registration Information

Time

10:00 am – 11:30 am (PDT)
12:00 pm – 1:30 pm (CDT)
1:00 pm – 2:30 pm (EDT)

Webinar

Dig Deeper

Virtual Event / Speaking Engagements / October 17, 2022

Wealth Counsel Virtual Summit

PLI California / Practising Law Institure / 19-20 September, 2022

Basics of International Taxation 2022

PLI New York / Practising Law Institure / July 19-20, 2022

Basics of International Taxation 2022

Chicago, IL / AHLA / June 26, 2022

AHLA's In-House Counsel Program

Webinar / McDermott Event / June 2, 2022

Transfer Impact Assessment Webinar

Palo Alto, USA / International Tax Review / May 24, 2022

Women in Tax Forum 2022