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. 581510Level: Update
Prerequisites:
Experience in individual tax planning
Speaker(s)
Michael Reilly
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.