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The Best Individual Income Tax Update Course by Surgent McCoy

Jan. 15
8:00 a.m. - 4:00 p.m.

Pennsylvania Institute of CPAs
Philadelphia - Map it

CPE Credits



PICPA Member: $285 | Nonmember: $385

CLE Credit Add-On: $50

 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.


Get a thorough understanding of recent individual income tax updates, including new strategice and tactics in light of tax reform. Understand the most current guidance on retirement planning.


  • 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
  • SECURE Act, including IRA and RMD changes
  • CARES Act and FFCRA, including employer credits, SBA loans, and expanded leave programs


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.

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