Instructor
George J. Koutelieris, CPA, MS-Tax, has practiced tax accounting for more than 24 years. He is the managing shareholder of the CPA firm Johnson & Shute, P.S. in Bellevue, Washington. George is a frequent lecturer for organizations providing professional education to other tax CPAs and has written and presented live courses and webinars for the last 10 years. Because of his understanding of tax law and ability to make it understandable, George is someone other CPAs turn to when they have difficult tax questions.
Instructor
Greg White, CPA, has practiced tax for more than 40 years. He is founder of the CPA firm WGN, P.S. in Seattle, Washington. Greg served as an Adjunct Professor at the Golden Gate University’s Seattle Campus over a 14-year period. He is licensed to practice in U.S. Tax Court and has argued cases before the Tax Court. He has been named a “Top 50” IRS Practitioner by CPA Magazine.
Demystify the complex world of passive activity rules. Build a rock-solid foundation by learning how to distinguish passive income from nonpassive income and understand the reasoning behind Congress’s creation of these rules — a key to making smart grouping decisions. We’ll take a deep dive into how to group activities in the most tax-efficient way, plus cover clever strategies like creating passive income generators and avoiding the permanent loss of passive activity carryovers. If passive activity rules have ever felt overwhelming, this engaging, practical session will help you turn confusion into confidence.
In partnership with Don Farmer Seminars/VSCPA, this program will be held on their Zoom platform. Your Zoom link will be sent out to you via email prior to the event.
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CPAs and tax professionals involved in the world of tax
