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.
581503
Level:
Update
Prerequisites:
None
Notes
Accepted for
CFM, CFP®, ChFC, CLU, CMA, and IRS credits.
Speaker(s)
Robert Gilwee
Gilwee & Green LLC
Robert M. Gilwee Jr., CPA Gilwee and Green, LLC | Phoenix,
Maryland
Robert Gilwee is a tax partner in a local accounting firm with over 20 years
of practice experience in taxation. His primary areas of expertise are income
and estate taxation and international taxation. He has previously held positions
with Price Waterhouse Coopers, KPMG Peat Marwick, and Deloitte and Touche. His
background includes assistance in resolving tax-structuring issues using LLC’s,
S-Corporations’, etc. He is a frequent discussion leader on a variety of
taxation topics. Robert serves as an Adjunct Faculty member of the University of
Baltimore and Villa Julie College and is an instructor in the Lambers CPA review
course.
Mr. Gilwee is a recipient of the Top Manuscript Award from Price Waterhouse
Coopers. He is a member of the AICPA and the Maryland Association of CPAs.