Get an up-to-the-minute review of important tax form changes, new tax forms, schedule changes, key developments, and IRS filing issues and deadlines for your individual and pass-through entity clients. Hear about the legislative, administrative, and judicial developments affecting current year returns. Highlights
A tour of the most recent changes starting from gross income and ending with Alternative Minimum Tax and selected credits, including the latest IRS guidance on significant recent tax legislation
Hot, hidden, or miscellaneous developments
How the Affordable Care Act and Protecting Americans Against Tax Hikes Act of 2015 affect tax returns
Form 8960, Net Investment Income Tax: Methods to attempt to mitigate
The latest guidance on child credits, education credits, education incentives, and net capital gain and qualified dividend income rate reductions
Examination of troublesome areas and new stumbling blocks in preparing Form 1040, including passive activities in combination with NII
Registration
PICPA Member: $275 Nonmember: $375
More Information
Course No. 725000Level: Intermediate
Prerequisites:
Familiarity with tax rules relating to individual and pass-through entity taxation for the current tax year.
Speaker(s)
Dennis Riley
Dennis Riley, CPA, MBA
Dennis Riley has more than 25 years of experience in accounting, consulting,
tax preparation, and government representation. He specializes in the tax and
business needs of individuals, families, and entrepreneurial small businesses.
The Vision Project identified him as an early adopter of new technology and new
integrations of accounting and consulting information. He is a frequent lecturer
on topics related to taxation and closely-held businesses.
Riley’s experience includes a range of services including negotiations with
federal and state government tax authorities, offers in compromise, closing
agreements, strategic business plans, litigation support, record reconstruction,
business formation and dissolution, problem solving, and tax preparation. He has
resolved multiple-year filing issues, organization issues, and business
transition problems.