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CPE Event Information

Individual Income Tax Update
Event Code: BITU02 1
Date: January 16, 2017
Location: TXCPA Austin Training Facility
CE Credit(s): 8.00
TSCPA Member Fee: $329.00

Objectives: Understand strategies and tactics to use in light of tax rates; understand the most current guidance on retirement planning and Social Security; understand how to nail down valuable deductions and other reductions to the tax base.

Highlights: 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; Retirement plans: what is new?; Social Security: where do we go from here?;Tax on net investment income: will it survive? What to do now; Health care reform: where are we now? Where are we going?; The latest ideas dealing with the tax aspects of investments; dealing with all the issues of the passive activity rules; Identity theft: the latest issues and updates; Retirement planning strategies: qualified plans and IRAs, traditional and Roth; resolving issues of improper early or late distributions and rollovers; Practice aids, including inflation-adjusted amounts and some advance 2017 numbers, mileage rates, and more; Year-end tax planning ideas; Other late-breaking tax law changes, including post-election developments.

Designed For: All tax practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes affecting their individual clients.
 
Prerequisite: Experience in individual tax planning.
 
Advanced Prep: None
 
Course Level: Update