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8-Tax CPE Credits
Review challenges and opportunities for your individual and business tax clients in light of changes to the tax code. Get a comprehensive update on the most important legislative and regulatory developments of the season, as well as major trends and changes in the case law. Understand current cases and rulings affecting individuals and businesses. Highlights
Update on proposed and potential tax law changes from the presidential administration and Congress
Update on major enacted tax law changes, including the status of DOL overtime rule changes, the new partnership audit rules, and Social Security
Health care reform: where we are and where we may be going
Recent developments with business entities, including C corporations, S corporations, partnerships, and LLCs
Practice aids, including all the numbers applicable for the current year, including inflation-adjusted amounts, mileage rates, and retirement contributions
Advanced practitioner issues
Review of pertinent cases and rulings regarding exclusions, character issues, retirement plans, travel, and other items affecting individual taxpayers
The latest on depreciation and safe harbor expensing options
The latest issues related to passive activities, substantiation, and other late-breaking tax law changes
Retirement plan mistakes not to make
Registration
PICPA Member: $315 Nonmember: $415
More Information
Course No.
616501
Level:
Update
Prerequisites:
Experience with individual and business clients
Notes
Accepted for CFP® and IRS credits.
Speaker(s)
Susan Smith
Smith & Associates
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.