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8-Tax CPE Credits
Sweeping changes in the tax code are upon us. Your clients will soon be
asking you about the effect of the tax reform. Get up-to-speed with full
coverage of recent developments related to tax reform. The coming year promises
plenty of challenges and opportunities for individual and business tax clients.
Hear about the latest pending and enacted tax law changes for individuals and
businesses.
Highlights
What you need to know about Trump's tax plan, including the framework of
the plan, tax cuts, and the jobs act
Advanced practitioner issues
Health care reform: Where are we and where we may be going?
Review of pertinent cases and rulings regarding exclusions, character
issues, retirement plans, travel, and other items affecting your individual
taxpayers
Practice aids, including inflation-adjusted amounts, mileage rates, and
retirement contributions
Recent developments with business entities, including C corporations, S
corporations, partnerships, and limited liability companies; proposed changes
to family limited partnership valuations
The latest on depreciation and safe harbor expensing options, including
the $2,500 de minimis expense item
The latest issues related to passive activities, substantiation, and any
other late-breaking tax law changes
Status of DOL overtime rule changes
The new partnership audit rules
PATH Act
Social Security
Registration
PICPA Member: $249 Nonmember: $349
More Information
Course No. 581102Level: Update
Prerequisites:
None
Notes
Accepted for
CFM, CFP®, ChFC, CLU, CMA, and IRS credits.
Speaker(s)
Susan Smith
Susan Smith, CPA
Susan Smith manages her own firm specializing in tax planning for individuals
and business owners and is also a frequent speaker at tax conferences.
Smith spent 14 years as a Senior Manager in the tax departments of Price
Waterhouse and Peat Marwick (the predecessor of KPMG). While at Price
Waterhouse, she also held the national specialist designation for the real
estate and partnership tax practices locally. During her time at Peat Marwick,
Smith led the real estate and tax practices locally. She has been an associate
adjunct professor at Widener University in the master’s in taxation program. Her
ratings have consistently exceeded 4.7 on a scale of 5.0. Also, she recently
received the James L. McCoy 2008 Discussion Leader of the Year Award for
excellence in teaching.
Smith earned her Bachelor of Business Administration degree, with an
accounting concentration, in 1978.