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. 581500Level: 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.