Individual Income Taxation: Critical Tax Compliance and Planning Strategies
Nov 12 8:00 - 4:00 p.m.
Sheraton Harrisburg Hershey Hotel Harrisburg - Map
8-Tax CPE Credits
Discuss critical tax issues, compliance, and planning strategies for individual tax returns. Gather the information required to include tax credits on an individual tax return. Highlights
Filing status and requirements for individual taxpayers
Gross income inclusions, exclusions, and adjustments
Taxability of deferred income, Social Security benefits, and other taxable income
Travel and entertainment expense deductions for business or rental transactions
Education-related expenses
Health Savings Accounts
Standard and itemized deductions, including medical expenses, interest, taxes, charitable contributions, theft losses, and miscellaneous deductions
Medicare payroll tax and net investment income
Registration
PICPA Member: $275 Nonmember: $375
More Information
Course No. 757400Level: Intermediate
Prerequisites:
Knowledge of individual income taxation and Form 1040 preparation
Notes
AICPA Members save $30!
Speaker(s)
Stephen Renberg
CPA
For
almost 25 years Steve was the independent business owner, acting CEO and CFO, of
Silver Sage Construction, Inc.; a company which built custom residential housing
and light commercial buildings. Steve provided all accounting and tax services
to the company.
Several years before
that Steve worked in tax and small business corporate and partnership services
for Haskins & Sells in Boise, ID. Additional duties were working on audits
of banks and governmental agencies as well as heading up and teaching the
internal CPE for the firm.
Steve has more recently
taught at Boise State University; Accounting Principles, Managerial Accounting
and Intermediate Accounting, while his emphasis is in accounting and
taxation.
In November 2009, Steve
and his brother sold their accounting practice and Steve moved to Utah where he
currently has been engaged by several firms to review their partnership, S
Corporation and LLC tax returns – this being his area of
expertise.