September 18, 2017


In-Person

Joy Knodel, General Manager Holiday Inn Mobile


4 Total CPE Credits

product-artwork-661126

INDIVIDUAL TAX PLANNING IDEAS FOR 2017

  • Instructor

    Michael Reilly

Learning Objectives

  • Identify areas where individual taxpayers are not taking full advantage of the Code
  • Know the directions in which taxes are changing or are likely to change and how that affects planning

Major Topics

  • Review current tax proposals
  • Reading a tax return for developing client-specific tax strategies
  • Compensation and fringe benefit issues
  • Is the client in the right mix of investment vehicles?
  • Identify clients with investment income tax problems and the potential ways to reduce or eliminate them
  • All in the family: Tax tactics for spouses, children, and parents
  • What is new in health care that CPAs need to know

CPE Credits Available

4
Total CPE
4
Taxes

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Tax

Prerequisites

Experience in individual income tax planning and income tax return preparation

Advanced Preparation

None

Intended Audience

All practitioners involved in tax planning for individuals who need to go beyond basic tax and financial planning techniques

Provider

Surgent McCoy CPE

This event has ended.