How to Deduct Travel, Meals & Entertainment Expenses Now!

Thursday, August 25 12:30pm - 4:00pm

(Check-In 12:00am)

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Hilton Garden Inn

2465 Grant Rd
Billings, MT 59102

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4.00 Credits

Member Price $138.00

Price will increase by $25 after 8/4

Non-Member Price $163.00

Price will increase by $25 after 8/4

Overview

All materials will be electronic only

This program will explain the new rules for deducting travel, meals and entertainment expenses and the TCJA disallowance of business entertainment expenses. Documentation requirements and planning opportunities related to travel, entertainment, and automobile expenses will also be addressed.

Highlights

  • Recent tax legislation, rules and developments impacting travel and meals expense reporting
  • Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses
  • Reporting travel expenses: travel status, simplified per diem
  • "Directly related to" and associated with" tests
  • Facility vs. activity expenses
  • 9 exceptions to Section 274
  • Business meals: IRS Notice 2018-76

Prerequisites

Basic working knowledge of business expense reporting.

Designed For

Practitioners, members in industry, or personnel responsible for payroll tax reporting or determining and reviewing travel and entertainment deductions.

Objectives

Upon completion of this course you will be able to:?

  • Gain insight on the "big picture" in this complex area.
  • Distinguish the rules of determining travel and entertainment expenses.
  • Know what to do and when to do it.

Preparation

None

Leader(s):

Leader Bios

Doug Van Der Aa

Douglas J. VanDerAa, CPA, JD, has been a discussion leader for Federal Tax Workshops, Inc., East Lansing for the past 6 years. He is a lively and energetic speaker – especially on the subject of taxes and ethics, and has extensive experience in leading discussions in conferences, seminars and webinars.

Doug is a regular and highly rated speaker and seminar leader for the Michigan Association of Certified Public Accountants, as well as other organizations throughout the country.

Doug has over 20 years of experience, including tax practice in CPA firms and the practice of transactional business and real estate law as an attorney. Formerly, Doug was a Tax Manager with Hungerford, Aldrin, Nichols & Carter, P.C. in Grand Rapids, Michigan, where his practice concentrated on the tax needs of mid-sized closely held businesses, with their related pass-through entities, complex individual returns including AMT issues, estates and trusts.

Most recently, Doug served a one-year term as Assistant Professor of Accounting and Taxation for Grand Valley State University’s Seidman College of Business, where he taught in both the undergraduate and MST programs.

He earned his Bachelor of Arts degree with a major in accounting from Dordt College and his Juris Doctor from the University of Illinois College of Law.

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Non-Member Price $163.00

Member Price $138.00