The Best Individual Income Tax Update

Dec 12
8:00 - 4:00 p.m.

Best Western Premier the Central Hotel & Conference Center
Harrisburg - Map

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. 581504 Level: Update

Prerequisites: None

Notes

Accepted for CFM, CFP®, ChFC, CLU, CMA, and IRS credits.

Speaker(s)

John Kilroy