This highly informative course comprehensively covers all the latest tax
law developments. The focus is on individual taxation and discussion of the
planning opportunities practitioners need to understand to help clients respond
effectively. You will come away from the course with the up-todate knowledge
to educate your individual tax clients and implement tax-savings ideas that will
serve their ever-evolving needs. This course is continually updated to reflect
enacted legislation.
Highlights
A new supplement discusses major provisions of The Build Back Better Act
as introduced by the House Ways and Means Committee in September 2021
The CARES Act and FFCRA, including expanded leave programs and offsetting
employer credits
ARPA and Consolidated Appropriations Act of 2021 provisions related to PPP
Forgiveness loans, RRF grants, FFCRA credits, and year-end tax extenders
Expanded child tax credit, child and dependent care credit, and earned
income tax credit provisions under ARPA
Economic Impact Payments and the Recovery Rebate Credit
Donor Advised Funds
Detailed review of Loss Limitation Rules
Employee vs. Independent Contractor classification considerations
A comprehensive overview of Cryptocurrency, including important tax
considerations
Review of pertinent cases and rulings affecting taxpayers
Practice aids, including all the numbers applicable for the current year
-- inflation-adjusted amounts, mileage rates, retirement contributions, and
more
The latest issues related to any other late-breaking tax law
changes
Registration
PICPA Member: $285 Nonmember: $385
More Information
Course No. 581508Level: Update
Prerequisites:
Experience in individual tax planning
Speaker(s)
Susan Smith
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.