2021 MIDWEST IN MOTION

Fees: The fine print for fees:  For members, and this includes all NAEA members and IAAI members: $99 per day or $149 for both days; For non-members: $119 for each day or $169 for both days. The registration link is   Note these topics are not easy to find and are geared to the sophisticated tax preparer or those who want to take their learning to the next level!

Speaker: Greg White, CPA                                

Thursday, June 17,  9:30 am to 1:30 pm

Real Estate: State of the Art Tax Planning Strategies (3 CEs Webinar) 

We’ll cover essential real estate planning ideas and practical tax tools. The topics will span the life cycle of real estate:  Strategies for purchasing real estate (including allocating the purchase price to land, building, land improvements, and personal property). Operating real estate topics (including the applicability of section 199A QBID to rental real estate), real estate professionals (including when to elect to aggregate rental properties), using debt-financed distributions to convert non-deductible interest to deductible interest expense, and self-employment tax as applied to real estate rentals. IRS Program #: UB57Y-U-00150-21-O

Ethics (1 CE Webinar): Ethics are principles that govern the behavior of people while conducting an activity.  Tax practitioners are governed by rules of ethical conduct and Due Diligence found in the Internal Revenue Code and Treasury Circular 230.  During this session, practitioners will review Circular 230, Due Diligence requirements, and the preparer penalty provisions of the Internal Revenue Code. IRS Program #: UB57Y-E-00151-21-O

Friday, June 18, 2021, 9:30 am to 1:30 pm

Practical Strategies to Maximize Deductions from Passive Activities (3 CEs Webinar) 

Learn techniques for minimizing the impact of the passive activity rules. We’ll cover “grouping strategies” that save our clients money, e.g., when to group and when not to group activities. Additionally, we’ll differentiate methods of satisfying the “material participation” rules and surprising developments in case law that tell us how to use these tests for our client’s advantage. We’ll also cover what it takes to group activities and whether your clients should make the election to group. IRS Program #: UB57Y-U-00152-21-O

Ethics (1 CE  Webinar):  Ethics are principles that govern the behavior of people while conducting an activity.  Tax practitioners are governed by rules of ethical conduct and Due Diligence found in the Internal Revenue Code and Treasury Circular 230.  During this session, practitioners will review Circular 230, Due Diligence requirements, and the preparer penalty provisions of the Internal Revenue Code. IRS Program #: UB57Y-E-00153-21-O

Our speaker, Greg White CPA, has provided services in accounting and tax matters focusing on seafood and maritime industries for over 30 years. He specializes in tax planning, compliance, US Tax Court litigation, and taxpayer representation before the Internal Revenue Service. He has provided expert witness testimony in many cases and has served both as a Court Appointed Receiver and Court Appointed Special Master. Greg is also an Adjunct Professor with the Golden Gate University School of Taxation in Seattle and lecturers frequently for organizations providing professional education to other tax CPAs. He is a member of the American Society of Certified Public Accountants and the Washington State Society of Certified Public Accountants.