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The Best Individual Income Tax Update

When
Aug. 20
8:00 a.m. - 4:00 p.m.

Where
Hershey Lodge
Hershey - Map it

CPE Credits
8-Tax

Details

 Pricing

PICPA Member: $275 | Nonmember: $375

CLE Credit Add-On: $50


 More Information

Course No.
581500
Level
Update
Prerequisites
Experience in individual tax planning
Note

This program is designed for tax practitioners who need the latest information on tax changes affecting individual clients.

Accepted for CFP® and IRS credits.

Description

Understand the most current guidance on retirement planning. Consider new strategies and tactics in light of tax reform.

This course is part of the Hershey Education Summit on Aug. 19-22.

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


Speaker(s)

Susan Smith, CPA

Susan Smith manages her own firm specializing in tax planning for individuals and business owners and is also a frequent speaker at tax conferences.

Smith spent 14 years as a Senior Manager in the tax departments of Price Waterhouse and Peat Marwick (the predecessor of KPMG). While at Price Waterhouse, she also held the national specialist designation for the real estate and partnership tax practices locally. During her time at Peat Marwick, Smith led the real estate and tax practices locally. She has been an associate adjunct professor at Widener University in the master’s in taxation program. Her ratings have consistently exceeded 4.7 on a scale of 5.0. Also, she recently received the James L. McCoy 2008 Discussion Leader of the Year Award for excellence in teaching.

Smith earned her Bachelor of Business Administration degree, with an accounting concentration, in 1978.


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