Best Individual Income Tax Update Webinar

Jan 2
9:00 - 5:00 p.m.

Online

8-Tax
CPE Credits

  • Understand strategies and tactics to use in light of tax rates
  • Understand the most current guidance on retirement planning and Social Security
  • Understand how to nail down valuable deductions and other reductions to the tax base

Highlights
  • Complete coverage of all the latest IRS rulings and procedures affecting individuals in general, along with an up-to-date summary of the most important tax court decisions and tax law changes
  • Retirement plans: what is new?
  • Social Security: where do we go from here?
  • Tax on net investment income: will it survive? What to do now.
  • Health care reform: where are we now? Where are we going?
  • The latest ideas dealing with the tax aspects of investments; dealing with all the issues of the passive activity rules
  • Identity theft: the latest issues and updates
  • Retirement planning strategies: qualified plans and IRAs, traditional and Roth; resolving issues of improper early or late distributions and rollovers
  • Practice aids, including inflation-adjusted amounts and some advance 2017 numbers, including mileage rates and more
  • Year-end tax planning ideas
  • Other late-breaking tax law changes, including post-election developments

Registration

PICPA Member: $239
Nonmember: $339

More Information

Course No. BITU-2017-01-WEBNR-2-01

Level: Update

Prerequisites: Experience in individual tax planning

Notes
Your log-in instructions will be sent by Surgent at least 24 hours before the webinar. Accepted for CFP® credits.

Speaker(s)

Tony Nitti

Surgent McCoy CPE LLC