Hear about the year’s most significant changes to the tax environment for individuals. Discuss planning opportunities available to your individual tax clients in light of tax rate changes. Understand the most current guidance on retirement planning and Social Security. Highlights
Impact of the Protecting Americans Against Tax Hikes Act of 2015
Valuable deductions and other reductions to the tax base
Complete coverage of all the latest IRS rulings and procedures affecting individuals
Summary of the most important tax court decisions and tax law changes
Impact of tax changes on individuals under tax reform
Tax on net investment income: Planning to avoid the pitfalls
Health care reform
Investments
Passive activity rules: How to deal with issues surrounding them
Identity theft: The latest issues and updates
Retirement planning strategies: Qualified plans and IRAs; resolving issues of improper early or late distributions and rollovers
Practice aids, including 2016 inflation-adjusted amounts and mileage rates
Year-end tax planning ideas
Other late-breaking tax law changes
Registration
PICPA Member: $249 Nonmember: $349
More Information
Course No. 581506Level: Update
Prerequisites:
None
Notes
Accepted for
CFM, CFP®, ChFC, CLU, CMA, and IRS credits.
Speaker(s)
Brian Greenstein
Associate Professor of Accounting
Brian R. Greenstein, PhD Professor University of
Delaware
Brian R. Greenstein, PhD, is an accounting professor at
the Lerner College of Business and Economics at the University of Delaware.
Previously he served as the Director of Graduate Tax Programs and Chair of the
Department of Accounting and Taxation at Seton Hall University. Dr. Greenstein
started his career with an international CPA firm and currently maintains an
active consulting practice.
Dr. Greenstein has presented several hundred live seminars on various tax and
financial planning topics for State CPA societies, private accounting firms, and
the Internal Revenue Service. He has also written numerous articles appearing in
national publications such as the Journal of Taxation, The Tax Advisor, the CPA
Journal, the Journal of Corporate Taxation, Taxes -- The Tax Magazine, Taxation
for Lawyers, and the Review of Taxation of Individuals. His research has been
quoted by the Supreme Court of the United States in Indopco v. Commissioner, and
he actively contributes to the regulatory standard-setting process.