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8-Tax CPE Credits
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. 581504Level: Update
Prerequisites:
None
Notes
Accepted for
CFM, CFP®, ChFC, CLU, CMA, and IRS credits.
Speaker(s)
John Kilroy
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.