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Congress passed tax reform in December 2017 and a budget deal with tax extenders in February 2018. The budget deal extends some tax provisions that expired in 2016. Thus, they provide some retroactive relief to filers.
These include exclusions from gross income for the discharge of certain residential debt, qualified tuition expenses, energy credits, electric car credits, and many other taxpayer-favorable breaks. There are numerous aspects of tax reform and the extenders that impact the 2017 return, and many opportunities and challenges for taxpayers as they plan for 2018.
This presentation will let you know what you need to discuss with your clients today with respect to the Tax Cuts & Jobs Act and the tax extenders included in the 2018 Bipartisan Budget Act.
Samantha Ly (Intel Corporation)
"Concise messaging on the slides, allowed for clear communication of the key messages that were easily digestible. Speaker maintained a great pace throughout, which demonstrated how superbly prepared he was as he wasn’t jumping from topic to topic or slide to slide, but rather took the time to appropriately convey each statement. Articulate speaker. Logically ordered and carefully thought out slides and overall presentation. Went above and beyond in my book by giving the historical or business context for certain tax legislation, which for me, makes it easier to remember the material if I understand the purpose for it. What was also fantastic was that he spoke about the tax laws from the perspective of the tax payer and the tax practitioner (in terms of its impact to clients etc)."
Lloyd Doletski (Self Employed)
"The speaker spoke in a fluent manner. The information was presented at a reasonable pace. I had no questions on the information presented. The displays were easy to read, very informative and answered any questions, which came to mind . The speaker was skilled in utilizing the displays in presenting the information of the webinar."
Amanda Schuyler (Amanda G Schuyler, CPA, PC)
"I enjoyed the webinar and it is not the fault of the presenters... there is just too much information on these topics with all these changes and there never seems to be enough time! I like that they are asking what topics we would like to see separately have webinars."
Cindy Alam (Airline Crew Taxes)
"This was a very informative webinar. I learned some new things about the new tax laws that I was previously unaware of, such as, 1040 SR, alimony not being deductible after 2018 and 2106 deductions may be re-enacted in 2025 if the law is not renewed."
FREDERICK B MUNSON (ACCOUNTING SERVICES)
"GOOD WEBINAR. UNDERSTATE PENALTY for ERRORS in Section 199-A,SEEMS LIKE Anti-ABUSE REGULATION for Business Owners and TAX Professionals PENALTIES will make most FILERS-Afraid of the QB-DEDUCTION."
Jamie Turk (Ears 2 Hear)
"Another great presentation by Josh Wu. Always well presented, always worth the time. Thank you for helping us decipher these new tax rulings and apply them to our practice and tax clients."
Erika Jesus (Erika Jesus)
"This was great! I have been so concerned about Tax Reform that I have given zero thought to the Tax Extenders. Holy smokes, I learned a lot in this webinar. Thank you Joshua Wu!"
rich brady (bradys tax service)
"Your webinars are fantastic. The speakers are always very knowledgeable and interesting. I always manage to learn something new that will help me and my clients in the future."
Joshua Wu
Latham & Watkins LLP
Counsel
joshua.wu@lw.com
(202) 637-3376
Joshua Wu, a former Deputy Assistant Attorney General (DAAG) for Appellate and Review in the Tax Division of the US Department of Justice (DOJ), counsels and advocates for companies and high-net-worth individuals on all aspects of tax controversies and litigation. Mr. Wu advises on tax accounting disputes, corporate and partnership transactional issues, international questions, employee benefits matters, and tax-exempt controversies. He brings a unique knowledge base and skill set to his clients, drawing on his experience both in senior leadership roles in the DOJ’s Tax Division and private practice.
Most recently, when Mr. Wu served as DAAG, he oversaw virtually all appeals in civil federal tax cases throughout the country and managed a 40-lawyer team. He also represented the United States in oral appellate arguments, evaluated and approved significant civil settlement offers, and furnished advice to the Tax Division’s trial sections in complex tax cases.
Mr. Wu previously served as DAAG for Policy and Planning, where he led the Office of Management and Administration (OMA) at DOJ. In that role, he led the operational functions of the Tax Division and led the Office of Legislation and Policy, which works with the Department of Treasury, the IRS, and other agencies on legislative, regulatory, and policy initiatives. Before his government service, Mr. Wu was a partner at a large international law firm.
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