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. 581502Level: Update
Prerequisites:
Experience in individual tax planning
Speaker(s)
Edgar Gee
Edgar H. Gee Jr., CPA, DABFA, MBA
Individual Practitioner/Knoxville, Tennessee
Edgar Gee is a local firm practitioner with over 35 years of professional experience. He works closely with small business in areas of auditing, tax planning, IRS representation and litigation support services and business valuations.
A noted author, Mr. Gee has published articles in the Tax Advisor relating to the largest independent contractor case against the IRS in U.S. history. He testified before the U.S. House of Representatives Subcommittee on the Oversight of IRS Activities in 1996. He is co-author of PPC's Guide to Worker Classification. Winner of the Max Block Award by NYSSCPAs for Distinguished Article of the Year 2000, "Independent Contractor or Employee: How the Process Works Today."
Mr. Gee speaks nationally to many professional organizations. He was past president of the Knoxville Chapter of the Tennessee Society of Certified Public Accountants. He was the recipient of the Discussion Leader of the Year award from the Tennessee Society of CPAs in 2001.