The Best Individual Income Tax Update

Jun 20
8:00 - 4:00 p.m.

Pennsylvania Institute of CPAs
Philadelphia - Map

8-Tax
CPE Credits

Understand the most current guidance on retirement planning. Consider new strategies and tactics in light of tax reform.
Highlights
  • Update on tax reform
  • Deduction of home mortgage interest
  • Modification of NOL rules
  • New alimony rules
  • Tax on net investment income
  • Passive activity rules
  • Domicile issues for clients moving to Florida and other income-tax-friendly states
  • Planning strategies for traditional and Roth IRAs
  • Year-end tax planning ideas

Registration

PICPA Member: $249
Nonmember: $349

More Information

Course No. 581508 Level: Update

Prerequisites: Experience in individual tax planning

Notes

Accepted for CFP® and IRS credits.

Speaker(s)

Carl Shultz