CPAacademy.org | TAX REFORM UPDATE: TAX REPORTING FOR INDIVIDUALS &

Bill Leonardi (Padgett Business Services)

"I appreciated the clarification on home equity interest deductibility, and the comment that this provision will need clarification from the IRS because it's not at all clear how they can tell if the proceeds of a home equity loan are used for the purposes that would enable the interest to be deductible. I also appreciated some details that were presented along with examples to show how to calculate the 20% income deduction for small business owners."

Eustace L Greaves Jr (Greaves Financial Services)

"A client came into the office after the webinar to pick up some paperwork. She asked how the new tax law would affect her, a Form 2106 filer. Using the matericals, I was able to show her just how her income tax preparation experience would be impacted next year. She wants me to come to her hospital and give a brief seminar about how medical personnel will be impacted by the bill."

STEPHEN JORDAN (STEPHEN B JORDAN EA)

"+ §199A spreadsheet analysis very helpful. lesser of: (greater of: 50% of wages or 2.5% capital assets acquired) or 20% profit + Bonus depreciation explanation appreciated. + NOL unlimited c/f explanation useful. + itemized deductions/Std deduction explained well."

Sudhir Shah (Sudhir Shah, CPA)

"CPAacademy is doing a very good job of presenting quality webinars of 1 to 2 hrs duration. connecting to webinar is fast & easy. audio feed is excellent. once I submit evaluation, I get my CPE certificate most of the time within a day."

Larry Burton (Larry D Burton, CPA & Associates)

"CPA Academy offers a large number of great continuing education subjects. Once again they provided a timely tax subject with knowledgeable presenters and did it for free - making membership an outstanding benefit!"

Esmeraldo Manubay (Esmeraldo Manubay CPA PC)

"Great recap on the new tax reform! The presenters were experienced and very knowledgeable. The case studies are good examples that I will have to refer to going forward."

Donna Lyle (Delta Effects LLC)

"Mr. Sannicandro's presentations are always full of timely, useful information. The discussion about Section 199A and the supporting examples were partcularly helpful."

Myrnah Basallo Ramos (self employed)

"As usual all the webinars that I took from CPA are all very informative, and educational which is the reason why I keep taking them for the last 2 years or more."

Lloyd Doletski (Self Employed)

"The speaker presented in a free flowing Manner. I had no questions of the information presented. The information was presented at a reasonable pace."

Thomas Padgett (Perthro Enterprises LLC)

"This webinar met the same high standards that I have come to expect from Mr. Sannicandro and his firm. He has a knack for simplifying complex topics."

Joyce Barden (DeVry University)

"I am an Accounting Educator and these new laws affect our Accounting Courses (Financial and Tax) and it was a great overview. Thank you."

Charles Chesnut (Self-employed)

"Extremely knowledgeable presenter. Greatly enjoyed this webinar. Look forward to attending additional webinars by these presenters."

Senica Moore (Senica Moore)

"I really enjoyed the webinar. The examples that were provided really helped me understand the topic a little better. Thank you!!"

Steve Chordas (SAFE HARBOUR TAX)

"I highly recommend this webinar! So much was covered & explained. Understanding everything is going to be the hard part."

Pedro Rincon (Pedro G Rincon CPA)

"I really got a lot out of this webinar, quite a bit of comment and insight not gleaned from some of the other updates."

ELISA SARTORI (Greenridge Financial Services LLC)

"The presenters were the best I have heard on any CPA Academy course - will attend any more that they do."

Ming Cheung (Henri Cheung, CPA)

"Both instructors were excellent and explained very clearly and effectively using just the right example"

MARY LEHAN (EW Tax Inc)

"Webinar provides tremendous information in a well organized format making it easy to learn. Thanks."

Frank Garcia (Frank X Garcia, CPA)

"Great job in covering the major provision in the new tax law. Great examples of taxpayer situations."

Patricia Steffen (Budgeteer, LLC)

"Larry did a fantastic job with so much material to cover. Hope he does more webinars in the future."

LINN ALEXANDER (A-1 TAX SERVICE)

"I FOUND THIS WEBINAR VERY INFORMATIVE AND EDUCATIONAL AND HELPFUL FOR MY CLIENTS IN THE COMING YEARS"

Vicki Mahoney (Waters Corporation)

"The presenter was extremely knowledgeable and well worth the time spent attending the webinar."

Jonie Takatsuji (Shibatec)

"Very informative! Examples were simple and effective in understanding the topic discussed."

Michael Mccann (Michael A. McCann, CPA)

"OUTSTANDING Presentation!! Thanks to both of you and your colleagues so very much!"

Efren Rebugio (SELF-EMPLOYED)

"Great update on the new tax law especially QBI calculations on small businesses.."

Elizabeth Schulze (Schulze Tax & Acct Serv)

"This was a very informative webinar and will be signing up for more webinars"

Gary Humlack (William Gary Humlack CPA)

"Great presentation. Very clearly explained some of the complicated issues."

Jerry Gossett (Gossett Tax & Financial Consulting)

"Overall, the presentation was good and helped understand the new tax law."

Hattie m Bailey (HMB Business Design & Svcs)

"Lots of great information. Looking forward to next webinar. Thank You"

Carol March (Carol March & Associates PC)

"The speakers were very knowledgeable and the materials were very good."

Ron Vandegrift CPA (V LLC)

"Great Presentation and Compelling content for all tax professionals!"

Dennis Urffer (Dennis R Urffer, CPA, CSEP)

"I been reading a lot about 199A. I finally I a good understanding."

Jafferali Jamal (Jafferali Jamal)

"It increase my knowledge base and bring me close to the real deal!"

Herbert Wolfson (Wittlin Simon & Newman PC)

"Outstanding presentation. Examples clarified nuances of tax reform"

Jackie Sidbury (Morgan's Tax Services)

"A great deal of material was covered in a short time. Thank you"

Lee Willard (Lee M Willard, EA)

"Really a super, very important topic, extremely well presented."

William Sannuto (William Sannuto)

"Just so much great pertinent content very enjoyable. well done"

Neil Slaughter (Neil Slaughter)

"This was the best update on the new tax law I've heard to date."

Charles Norfleet (Misc.)

"great presentation on an important but still evolving matter"

Ellen Kim (Ellen Kim)

"The presenters were knowledgeable. Excellent presentation."

John Marshall (Strawn Marshall Cunningham)

"Excellent course. Very educational and certainly timely."

William Child (WILLIAM L. CHILD, CPA)

"One of the best CPA Academy presentation I've attended"

Alfred Page (IRS)

"Excellent presentation by professional presenters"

Robert Yingling (RYSing LLC)

"Good examples to illustrate applicable provisions"

Bertsetseg Seratt (Self Employed)

"Very practical and useful info on the tax reform."

Lennytsie Gonzalez (KMG CPA & ASSOCIATES, LLC)

"Excellent Speakers & Presentation! Thanks!!"

Elena Eremeeva (CSUN)

"I enjoyed the webinar. Thank you so much"

Patricia Collins (Collins Accounting)

"Well presented, on topic and informative"

Lawrence Remick (LDR, CPA)

"A lot of useful information presented."

Ricardo Ramirez (Alliance Tax)

"Very helpful and informative webinar."

Elissa Wurf ()

"Examples were excellent, thank you!"

Michael Hogan (CCMC)

"Enjoyed the presentation, thanks."

David Kreutzer (The Maintenance Team)

"Excellent and timely information."

NASSEF ELSAKR (A+ Accounting Solutions)

"I'll will recommended to others"

Richard Wallis (carrie wallis cpa)

"You had good examples - thanks."

Gail Olschewski (Gail's Bookkeeping & Tax Servi)

"great refresher, update thanks"

Samuel Randolph (Randolph & Associates)

"Great content and presentation"

Jerry Smith (Smith Tax Service)

"Very informative and helpful"

Susan Bennington (Susan Bennington)

"Very knowledgeable speakers."

Sergio Carmona (Carmona Financial, Inc)

"I always learn something new"

Ed Spillane (Christopher Miller CPA)

"Really great presentation!"

anna ng (anna)

"will share with co=worker"

Caroline Mazetis (Jackson Hewitt)

"Excellent presentation!"

CHRIS BANAGAN (COMPREHENSIVE BUSINESS OF NOVA)

"Very good presenters!!!"

Andy Darwesh (Compusoft)

"Excellent - Thank you!"

Susan Young (Health Song Inc)

"Clear and very helpful"

Donna, TX

"This is the fourth webinar I have attended dealing with tax reform, and it was--by far--the most helpful. I came away from the first three overwhelmed, frustrated and confused. This webinar gave me a very clear understanding about 199A, largely due to the excellent examples given. Thank you, thank you. I am a Bookkeeper for small businesses and Tax Return Preparer rather than an Accountant so the deficit in the earlier webinars was probably due to my lack of expertise, but this webinar made everything clearer for me. I feel empowered by the knowledge gained."

Susan, MD

"The explanations by Lawrence Sannicandro, Esq., were very clear and informative, and his examples helped to illustrate the tax implications of the TCJA. The presenters covered a lot of material, giving a good broad overview of what changes are applicable to individuals and to small and mid-sized businesses. There were also some good planning tips and items to advise clients about now so that they begin to put in place the necessary record-keeping requirements for 2018 and future years."

Brenda, NY

"In a very short amount of time the presenter was able to give many valuable examples which definitely help one to see the impact the new laws will have and also make one aware of the planning and thought that will be necessary to help clients achieve the most favorable results. Thanks for a great presentation-will keep a watch for more like this."

Donna, GA

"This was a great webinar. I don't think the presenters could have done a better job in presenting us with all new updates. Especially, great having some examples to show the differences between previous years and current year."

Terri, CO

"I listened to a different webinar on this same topic (the 2018 tax reform act) just yesterday and really found it difficult to follow and understand. Today's webinar was significantly clearer and more helpful. Thank you!"

Bhanumathi, CA

"The webinar was great and the presenters were mostly clear in the presentation. Because of the time limitation, the presenters rushed in the presentation. Hope you will bring more webinars on this subject in the future."

Gayle, CA

"The level and pace of presentation was excellent, I will look for additional presentations by these two speakers. Lots of soldi information, excellent examples clearly demonstrating how law applies."

ROHINI, CA

"with all the changes happening it is very important to get a good grasp of the new laws as clients are already asking questions when they come this tax season. All these webinars are very helpful"

Patricia, VA

"This webinar really explained the tax changes for individuals and small-to-midsize businesses well. I have a much better understanding of how the new tax laws will impact my clients."

Michael, NM

"This webinar was well presented in a concise and summarized form. The presenters absolutely gave good information to discuss with my peers for our high profile clients."

Bonnie, CO

"These people are some of the few to allow enough (barely enough) time for their topic. The topic was quite limited, which allowed them to do it. Very impressed!"

Cheri, FL

"The webinar was done well considering the scope of the topic. I do believe it tried to cover some of the more complicated issues and I believe it did this."

Constance, CA

"Very informative and timely webinar. I appreciated the examples - they helped clarify the tax calculations. This would have made a great 2-hour webinar."

Xenia, FL

"I have attended several webinars on the tax update and this webinar gave me some clarification on the QBI, how it is applied and who actually receives it."

Chris, TN

"These guys did a great job of explaining the updated tax changes. Good examples and took the limited amount of time to explain what they were presenting."

Ana, CA

"This is a great Update on the new tax reform, the presenters were very knowledgeable and the topics well covered... I always learned somethig new!"

Patricia, FL

"A lot of great information was provided in the time we had. This could have easily been an all day course. Thank you for providing this for us."

Nancy Fellin, PA

"Larry and Michael provided great and very timely information. Excellent and interesting webinar which is very useful for the tax practitioner."

Rhonda, AZ

"The 2018 tax season is going to be very complicated and this session helped my understanding of what we have to look forward to tremendously."

Beatriz, IL

"I really thought the case scenarios were extremely helpful to understanding how the 2018 Tax changes will impact businesses/individuals."

Karen, FL

"LOVED the examples!!! Made so much more sense of the QBI and the changes btwn 2017 & 2018. Will adopt something similar for my clients"

Moshe, NY

"The material was presented in a well-organized manner with excellent case studies. I highly recommend this course. Thanks so much!"

Maria, FL

"Very informative; really liked the examples used to demonstrate how the new act will affect people under certain circumstances."

Douglas, MI

"The is the second webinar I attended from Agostino and it was excellent like the first. They do a professional thorough job."

Lori, PA

"Larry and Mike are great presenters. They work well with each other to provide us with timely and informative presentations."

Deborah, CO

"Larry and Michael were great. Awesome slides with various numerical examples to help drive home 199A application concepts."

Joy, TX

"Your website's resources, contributions, and efforts are INVALUABLE to help professionals main their knowledge and skills!"

Sherry, IA

"presentation material was excellent and even when the sound went off you could still follow along on the examples shown"

henry, FL

"Enjoyed the seminar. Good presentation . Able to handle most of the questions given the tight webinar time frame."

Bryan, CA

"This webinar had a substantial amount of important information and was presented in an easy to understand manner."

FREDERICK B, NY

"The Webinar was Full of New Data which was shown on The Slides. Very Complicated Topics to Discuss in 75 Minutes."

Helen, NY

"THANK YOU FOR THE TAX UPDATE VIDEOS. PLEASE PROVIDE MORE OF THEM. I LEARN AND ABSORB NEW LAWS ON EACH SEMINAR."

George, HI

"This course covered a lot of ground and it was done quickly and concisely. The examples were extremely helpful."

Richard, OH

"The presenters were easy to understand and obviously knew their material well. I recommend this course highly."

Teddy, NM

"Loved the examples they worked through. They really appealed to my straight-forward linear accountant brain."

Carolyn, IN

"This was my first exposure to the new changes and I found the webinar very helpful even to my small company."

Maureen, MT

"Excellent presentation. The examples were well constructed and truly showed the impact of the new tax code."

Lori, CO

"This was one of the best webinars I've attended. Really clear info with examples, which were so helpful!"

Tana, TX

"Both speakers were very knowledgeable on the subject matter. The information presented kept my attention."

John, MN

"I thought the presenters were very knowledgeable and I am extremely happy that I sat in on the session."

Kristina, AZ

"Difficult subject handled with thorugh explanation and relevant examples. Very well done! Thank you!!"

Naren, NJ

"Great Presentation by Larry and Michael. Very Informative and Educational Webinar on Tax Reform Update."

Nora, TX

"Great, informative webinar presented by knowledgeable presenters. very helpful materials too. Thanks!"

Kevin, CO

"Definitely one of the more lucid and practical reviews of IRC 199A that I have heard. Excellent job."

Robert, MN

"THE WEBCAST WAS A VERY GOOD OVERVIEW WITH JUST THE RIGHT EXAMPLES TO ACHIEVE THE LEARNING EXPERIENCE."

Josh, NJ

"Presenters well articulated. Good course for enhancing your understanding of recent tax law changes."

Cathy, MN

"I liked the overview and summary of goals for the session and that Larry asked Michael questions"

Laura, TX

"I really enjoyed the webinar, I'm so glad this webinar are available to give us more knowledge"

Robert, UT

"I appreciated the amount of time spent on the new business deduction and the examples given."

Virginia, TX

"The presenters were extremely informative and knowledgeable regarding the topic presented."

Samuel, MD

"I am a student with no tax preparation experience but find the session very instructive."

Michael, OH

"Presentation of the content was very clear. The examples of the Sec 199A were terrific."

Marianna, OH

"Great deal of information was presented. I enjoyed listening to the webinar. Thank you."

David, IL

"Excellent job in hitting key points that will impact our accounting firms client base."

Monique Nicole, NY

"Great webinar with valuable information! Thank you so much for sharing your knowledge."

Rose Ann, OH

"This was the most informative webinar. Thank you so much. Please do more!!!!!!!!!!"

Catherine, OH

"There were lots of examples and the speaker did a good job in breaking it all down."

Maura, FL

"Excellent handout, specially the comparison tables of before and after the tax law"

Millie, MO

"Great presenters. I would recommend them to anyone wanting to know more about QBI."

Thomas, VA

"good overview with lots of detail; much effort went into preparation and delivery"

Ajibola, MD

"Very informative.. I liked the comparison of what it was and how it will change."

Cristina, CO

"I'm just a tax prepared but I been learning more about the rules and regulations"

Ramanik P., MN

"EXCELLENT, INFORMATIVE AND VERY EDUCATIONAL WEBINAR, WORTH ATTENDING WITH STAFF."

Shek, NY

"Excellent lecturer, extensive presentation material. We felt very rewarded."

Raechel, NY

"EXAMPLES WERE VERY HELPFUL IN APPLYING THE KNOWLEDGE TO REAL LIFE SITUATIONS"

JOHN, FL

"The instructors were effective but sometimes hard to hear. Too soft spoken."

Elizabeth, VA

"Great webinar - Very informative! Great run-through of the new tax reform."

Leah, CO

"Great job of presenting such complex information. Looking forward to more."

Larry, LA

"Everyone is learning the new law and the instructors are leading the pack"

elena, NY

"see above.. and the examples were effective.. special Thank you for that!"

David, OH

"Very good presentation. The second presenter was particularly effective."

Catherine, IL

"This webinar presented so much information, my head is going to explode!"

Geri, NM

"Very informative! I understand a little more now! Thanks for the help!"

Alan, NY

"Very well done. The presenters are very knowledgable on the new tax act."

Jeanne, CA

"The course covered alot in a small amount of time and was very relevant."

Leonard, NY

"Complex topics are difficult to digest when there is no guidance as yet."

Michelle, CA

"Very informative. Material is very good as well. Hope had longer time."

Yong Sam, CA

"Thanks for the informative webinar! Loaded examples is really helpful"

Margaret, TX

"This was an excellent summary of some of the changes in the tax law."

Barbara, NV

"The knowledge was exceptional and presented in an outstanding format"

Cheryl, NC

"Excellent presentation. So much info, hard to follow due to pace."

Deborah, AL

"Except for a small technical glitch with the audio, it was great!"

Michael, OK

"THE BEST EXPLANATION AND ILLUSTRATION OF THE QBI LIMITATIONS YET!"

Michael, DE

"The webinar wasvery informative concerning the upcoming changes."

JOSEPH, CA

"I was looking for updates of 2018 Tax Act and just got it right."

Mary G, OH

"I enjoyed the course. I thought the examples given were helpful."

Luis, VA

"Yes, this webinar is the most completed with very good examples"

Joseph, OH

"This was a well worthwhile event and exceeded my expectations."

Mary, GA

"Presentation on Business Income Deduction was especially good."

Lynda, TX

"Thank you so much for the very full and timely presentation!"

Hamid, CA

"Great & very informative presentation, thank you so much!!!"

Debra, NE

"Excellent over view of changes impacting 2018 tax planning."

Trace, FL

"Very worthwhile information, especially the 199A examples."

Sohan, OH

"Great seminar. Fact packed. The presenter did a great job!"

Lynn, TX

"The summary of Tax changes for Individuals was excellent!"

Roma, CA

"Examples presented are great to understand the lectures."

John, CA

"Always enjoy the webinars and very much appreciate them."

Lisa, FL

"So much information packed into a brief period of time."

FRAN, IL

"Excellent course with excellent illustrative examples."

Matt, CA

"This was a great summary and information on Tax Reform"

Sherry, MO

"Enjoyed the webinar! It was full of lots of knowledge."

Anne, MO

"Great examples used to illustrate new Tax code rules."

Cindy, OH

"Excellent session - both in content and presentation."

Kimberly, IL

"Very knowledgeable presenters - current and relevant"

Cindy, TX

"Great presentation of a very timely topic. Thanks."

Vincent, MD

"A very elaborate process, made easy to understand."

Pamela, CA

"One of the best presentations CPA Academy has had."

Evelyn, GA

"EXCELLENT!!!! LOOKING FORWARD TO THE NEXT UPDATE."

Brenda, MD

"These guys talk really fast, but they were great!"

Adelle, CA

"The webinar was very thorough and easy to follow."

James, PA

"Larry, was very knowledgeable. Had good examples."

Daniel, MO

"Very good presentation, especially 199A details."

RICK R, UT

"Always informative and provide great information"

James, UT

"Very useful examples of application of Sec199A."

David, FL

"Best seminar on new tax laws I have heard yet!!"

Davie, AR

"The session was well illustrated and explained."

Barbara, NY

"Fantastic. Almost too much material to absorb."

STEVEN, NY

"Very well done. Good handout & great examples."

FELIX D., FL

"Short webinar, but with a lot of information."

Nancy, VA

"best of the updates for 2018 - with examples"

Janet, NY

"The course was excellent and I learned alot."

Henry, MI

"I will look your your seminars in the future"

MICHAEL, CA

"Lawrence A. Sannicandro was very impressive."

Teruo, TX

"Timely sensitive topics. Excellent Webinar."

Jim, TX

"One of the better seminars on the tax laws"

Cheryll, FL

"Comprehensive and very logically presented"

William, MA

"Nice job. Became aware of some key points"

Robert, AR

"These guys know their stuff. Impressive."

Eleanor, PA

"Great explanation of a complex subject."

Jim, NY

"Packed with a lot of great information!"

GREGORY, NJ

"I found it very up todate and practical"

Srinivasan, NJ

"Overall the presentation was very good"

mark, PA

"wow what a seminar! Speakers terrific!"

KRISTY, FL

"Very useful and well-presented course."

TAX REFORM UPDATE: TAX REPORTING FOR INDIVIDUALS & SMBs

Lawrence A. Sannicandro, Esq., LL.M., J.D., MBA

Michael Wallace

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