Back to Search

The Best Individual Income Tax Update Webcast


Nov. 11
8:00 a.m. - 4:00 p.m.

CPE Credits



PICPA Member: $275 | Nonmember: $375

 More Information

Course No.
Experience in individual tax planning

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

Accepted for CFP® and IRS credits.


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


  • 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


Michael E. Reilly, CPA, ChFC, CLU, CASL
Sole Practitioner

Michael E. Reilly, CPA, is a sole practitioner with offices in West Chester, PA. His practice focuses on tax and financial planning and consulting for individuals and small businesses.

In addition to maintaining his practice, Mr. Reilly has been an adjunct professor at several colleges and was a visiting professor of Economics and Business at Lafayette College.

Mr. Reilly earned his bachelor’s degree in business administration with an accounting concentration from Temple University and his master of taxation degree from Villanova University School of Law. He also holds the Chartered Financial Consultant (ChFC) and  Chartered Life Underwriter (CLU) designations from the American College.

You May Also Like

Philadelphia Department of Revenue Tax Webinar
Nov. 20 | Webinar
Legislative and regulatory developments with focus on federal tax changes and Wayfair What you need to know for the upcoming tax filing season City tax collection update and ...
Choosing the Right Business Entity Post-Tax Reform Webinar
Nov. 18 | Webinar
In terms of selecting an entity to do business in, the universe shifted with the Tax Cuts and Jobs Act enacted at the end of 2017. The tax rate for ...
Addressing Conflicts of Interest and Errors on Tax Returns Webinar
Nov. 18 | Webinar
Recognize the various regulatory and professional requirements associated with discovery of errors and with conflict of interest issues that confront the tax practitioner. Identify critical areas to be addressed ...