SVSJ Santa Cruz DG: The State of Our Tax Law and Relevance to Practice | N3020918

Date :
September 19, 2018 12:00 PM - 1:30 PM
Location :
Santa Cruz
Facility :
Back Nine Grill at the Inn at Pasatiempo
Get Directions
Level of Difficulty :
Overview
CPE Credits :
CPE 1.00, MCLE 1.00
Show tabs
Ms. Nellen will review the state of federal and state tax policies after the 2017 Tax Cuts and Jobs Act. Is reform complete? What’s still needed and why? What is the relevance to tax systems and tax practice of missing guidance, temporary provisions, due diligence changes, and dealing with new and complex transactions? Tips will be offered to help clients understand what’s going on with the tax system and to help you keep up with tax, tech and transactional changes of reform and beyond.

Objectives:

Recognize how the Tax Cuts and Jobs Act changed the nature of the federal income tax.
Identify areas still in need of reform and why.
Determine how to help clients understand reform and how to keep up with tax, tech and transactional changes.

Major Subjects:

Nature of the federal income tax post-TCJA
How to identify reforms still needed for the federal tax system
Helping clients and your firm keep up with tax, technology and transactional changes that will affect tax systems and practice

Advanced Prep:

none

Misc. Information:

Lunch included with registration
Level of Difficulty:
Overview
Field of Interest:
Taxes
Prerequisites:
None
Designed For:
CPAs, attorneys and other tax financial professionals.

Instructors

Annette Nellen, CPA, CGMA, Esq.

Annette Nellen, CPA, CGMA, Esq., is a professor in and director of San Jose State University’s graduate tax program (MST), teaching courses in tax research, accounting methods, property transactions, employment tax, ethics, leadership, and tax policy. Nellen chairs the AICPA Tax Executive Committee and serves on the AICPA Tax Reform Task Force. She is a former chair of the ABA Tax Section’s Sales, Exchanges & Basis Committee and past member of the California Bar Taxation Section’s Executive Committee. She is the recipient of the 2013 Arthur J. Dixon Memorial Award given by the Tax Division of the AICPA, the highest award given by the accounting profession in the area of taxation.

Nellen is the author of Bloomberg BNA Tax Portfolio #533, Amortization of Intangibles, and the Bloomberg BNA Internet Law Resource Center’s portfolio, Overview of Internet Taxation Issues. She is an editor and author for the Southwestern Federal Taxation textbooks, and is a regular contributor for the AICPA Tax Insider and Tax Analyst’s State Tax Notes’ “Moving Forward?” column. She is a frequent speaker on tax updates, tax ethics, new economy tax matters, and tax reform. Nellen maintains the 21st Century Taxation website and blog, as well as several websites on tax reform, state tax nexus, e-commerce taxation, and virtual currency/blockchain taxation. She has testified before the House Ways & Means Committee, Senate Finance Committee, California Assembly Revenue & Taxation Committee, and tax reform commissions and committees on various aspects of federal and state tax reform. In 2015, she was appointed to the Advisory Council to the Executive Director of the California Board of Equalization for a two-year term. Nellen is a graduate of CSU Northridge (bachelor’s degree in accounting), Pepperdine (master of business administration), and Loyola Law School (juris doctor degree). Prior to joining SJSU in 1990, she was with Ernst & Young and the IRS.

No Agenda or Materials posted.