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. 581509Level: Update
Prerequisites:
Experience in individual tax planning
Notes
Accepted for CFP® and IRS credits.
Speaker(s)
Dennis Riley
Dennis Riley, CPA, MBA
Dennis Riley has more than 25 years of experience in accounting, consulting,
tax preparation, and government representation. He specializes in the tax and
business needs of individuals, families, and entrepreneurial small businesses.
The Vision Project identified him as an early adopter of new technology and new
integrations of accounting and consulting information. He is a frequent lecturer
on topics related to taxation and closely-held businesses.
Riley’s experience includes a range of services including negotiations with
federal and state government tax authorities, offers in compromise, closing
agreements, strategic business plans, litigation support, record reconstruction,
business formation and dissolution, problem solving, and tax preparation. He has
resolved multiple-year filing issues, organization issues, and business
transition problems.