Individual Tax Planning Ideas for 2017

Sep 27
12:30 - 4:00 p.m.

Pennsylvania Institute of CPAs
Philadelphia - Map

4-Tax
CPE Credits

Pinpoint areas where individual taxpayers are not taking full advantage of the tax code. Consider the likelihood of tax reform and how this affects tax planning strategies.
Highlights
  • Current tax proposals
  • Reading a tax return for developing client-specific tax strategies
  • Compensation and fringe benefit issues
  • Identifying the appropriate mix of investment vehicles
  • Investment income tax problems
  • Tactics for spouses, children, and parents
  • Health care developments CPAs need to know

Registration

PICPA Member: $139
Nonmember: $189

More Information

Course No. 751200 Level: Intermediate

Prerequisites: Experience in individual income tax planning and income tax return preparation

Notes
This is a four-credit afternoon seminar (12:30 - 4:00 p.m.; 12:00 p.m. registration)

Speaker(s)

Michael Reilly