This highly informative course will bring you up-to-speed on the latest in individual tax law developments and the corresponding or responsive planning opportunities available to your clients. You will come away from the course ready to educate your individual tax clients and implement tax-savings ideas that will serve their ever-evolving needs -- especially in a year of significant tax law change.
Learning Objectives
- Understand strategies and tactics to use in light of tax reform
- Understand the most current guidance on retirement planning
- Understand how to nail down valuable deductions and other reductions to the tax base
Major Topics
- Complete coverage of all the latest IRS rulings and procedures affecting individuals in general, along with an up-to-date summary of the most important tax court decisions and tax law changes in this area
- Tax strategies regarding retirement plans
- A focus on tax planning opportunities, including year-end strategies
- Practice aids, including inflation-adjusted amounts and some 2018 numbers, including mileage rates and more
- Other late-breaking tax law changes, including any Trump tax developments
