Getting Ready for Busy Season: A Guide to New Forms, Filing Issues, and Other Critical Developments
Dec 13 8:00 - 4:00 p.m.
Wyndham Philadelphia-Bucks County Feasterville-Trevose - Map
8-Tax CPE Credits
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.
725001
Level:
Intermediate
Prerequisites:
Familiarity with tax rules relating to individual and pass-through entity taxation for the current tax year.
Speaker(s)
John Kilroy
John M. Kilroy, CPA
JOHN M KILROY
John Kilroy is a managing member of
iValue Financial Planning LLC, located in the Philadelphia, Pennsylvania area.
John engages clients in financial and tax planning, as well as preparing tax
returns for individuals, corporations, partnerships, estates, and trusts. John
is a CPA and a CFP® practitioner. He is a 1979 graduate of Villanova University
with a BS in Accounting. John is a member of the Pennsylvania Institute of
Certified Public Accountants and the Financial Planning Association (FPA).
Within the FPA, John has served as a board member of the Philadelphia Tri-State
chapter and on its education and finance committees. John is an adjunct faculty
member for the Temple University Certificate of Financial Planning Program. He
is a frequent speaker and facilitator on tax and financial planning topics. John
has been quoted in the Wall Street Journal, MarketWatch.com, and USATODAY.com.
He has written for the Journal of Financial Planning, and is a contributor to
Retirement Weekly. John has also discussed financial and tax planning issues on
various radio outlets.