The Best Individual Income Tax Update

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

Hershey Lodge
Hershey - Map

8-Tax
CPE Credits

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

Registration

PICPA Member: $275
Nonmember: $375

More Information

Course No. 581500 Level: Update

Prerequisites: Experience in individual tax planning

Notes

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

Accepted for CFP® and IRS credits.

Speaker(s)

Susan Smith