This highly informative course responds to the latest in tax law developments, including discussions of the planning opportunities available to your individual tax clients. This up-to-date knowledge will enable you to further discuss new developments and tax-saving ideas applicable to your clients and their growing needs in light of post-election developments.

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 to combat the net investment income tax 
  • A focus on tax planning opportunities, including year-end strategies 
  • Practice aids, including 2015 inflation-adjusted amounts, mileage rates, and more 
  • Other late-breaking tax law changes

Learning Objectives:

  • Understand strategies and tactics to use in light of tax reform
  • 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

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
Level of Knowledge: Update
Prerequisite: Experience in individual tax planning
Advanced Preparation: None
Credits: 4
Field of Study: Taxes(4)
CFP Credit: Yes

Live Seminar Course Schedule