BRASS TAX PRESENTATIONS

Topics

Stocking Your Tax Tool Box - 2009 

This Fall's Most PRACTICAL Tax Seminar!

ANSWERS TO TOUGH TAX QUESTIONS

 

Dave and Mike have selected the topics for the 2009 program.  They are listed below.

 

There’s Been A Death In Our Family – A Short Introductory Primer On Understanding The Estate And Trust Implications!

  • Death can complicate tax return preparation.  We will help you understand the three returns that may be necessary.  Should you prepare any or all of them?
  • Trusts can simplify and complicate our lives at the same time.  We take a quick glance at this estate planning technique and how it affects us.
  • Straight-forward, usable examples as only Dave and Mike can give you.

 

Sneak Peek At The American Recovery And Reinvestment Act (ARRA) OF 2009 And California’s Tax Provisions In The New Budget.

  • Federal law includes Making Work Pay Credits and Economic Recovery Payments, extended bonus and enhanced depreciation and other new credits and deductions.
  • California’s budget process generated increased income, vehicle and sales taxes along with new income tax deductions and credits different from the Federal ones.
  • Client questions are already coming!  We will take a first look at the provisions which affect your clients this year.
  • We will help you enlighten your client and calm their fears.

 

Housing Tax Credits For Homebuyers – Federal And California Laws.

  • Federal has one concept and California has a totally different approach.  Both attempt to stimulate personal residence purchases.
  • We will give you a comprehensive chart to illustrate for your clients the similarities and differences between the two programs.
  • Answers to your questions and your client’s questions, in language you can use with your clients.

 

Federal Energy Tax Credits For 2009 – What’s New And What’s The Same?

  • We have had these credits since 2006.  Are the 2009 provisions better, worse or the same as the old laws?
  • Using charts and previous year’s forms, we compare old and new energy tax incentives so you can see the huge focus being placed on energy in 2009 and on.
  • A quick review so you can answer your client questions before tax season.

 

We Get Questions – Let’s Test Your Tax IQ!

  • Foreclosure issues are causing questions and new problems for us on a daily basis.
  • Dependency isn’t that easy to determine anymore!  Why?
  • We take your tax season questions and show you new ways to understand these and more topics.

 

 

Mark your September calendar for the most PRACTICAL seminar of 2009!

 

To see the topics given in previous years, click to the right.  Topics From Previous Years

 

Our programs meet the requirements of the California Tax Education Council. This does not constitute endorsement by the CTEC as to the quality of the course or its contribution to the professional competence of the preparer. It also complies with the requirements of Section 88(c) of the California State Board of Accountancy.  Also we have entered into an agreement with the Office of the Director of Practice, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, Section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors and length of class hours.  This agreement does not constitute an endorsement by the Director of Practice as to the quality of the program or its contribution to the professional competence of the enrolled individual.

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