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Tax Camp

When
Dec. 19
8:00 a.m. - 4:00 p.m.

Where
Penn State Great Valley Conference Center Bldg
Malvern - Map it

CPE Credits
8-Tax

Details

 Pricing

PICPA Member: $315 | Nonmember: $415

CLE Credit Add-On: $50


 More Information

Course No.
616502
Level
Update
Prerequisites
Experience with individual and business clients
Note
Accepted for CFP® and IRS credits.

Description

This course is also available as a webcast.

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


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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