The Best Individual Income Tax Update

Aug 17
8:00 - 4:00 p.m.

Hershey Lodge
Hershey - Map

8-Tax
CPE 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.
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
  • SECURE Act, including IRA and RMD changes
  • CARES Act and FFCRA, including employer credits, SBA loans, and expanded leave programs

Registration

PICPA Member: $285
Nonmember: $385

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