There are many issues in tax law that have a significant impact on clients. This course will explore those issues that have wide applicability and importance in 2015. It will deal with the practical aspects of understanding and planning for these areas of tax law.

Major Topics:

  • The 3.8% net investment income tax
  • New final regulations on capitalization or repair expense
  • Coverage of any new significant tax law changes or interpretations
  • What to do with estate and gift planning in 2015
  • What's hot with IRAs, Roth IRAs, and qualified plans
  • What the IRS is looking at with respect to audit issues
  • Proposed tax law changes and their effects
  • What is happening with health care in 2015
  • …and much more


Learning Objectives:

  • Understand the most important hot button issues that emerge as areas of concern to the IRS, taxpayers, and tax advisors
  • Understand a broad range of tax subjects for both individuals and business owners
  • Recognize tax planning opportunities that may present themselves

Designed For: All CPAs who want an in-depth discussion of the current tax issues that affect all clients
Level of Knowledge: Intermediate
Prerequisite: Five or more years of experience in planning for individual and business clients
Advanced Preparation: None
Credits: 8