This year's significant changes to the tax environment require sound planning in 2015 for individual clients to respond effectively. 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
  • Impact of tax changes on individuals under tax reform
  • Social Security: will there be reform? Planning strategies for benefits: when is the best time to start?
  • Tax on net investment income: planning to avoid the pitfalls
  • Health care reform: what to do in 2015
  • 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 2015 inflation-adjusted amounts, mileage rates, and more
  • Year-end tax planning ideas
  • Other late-breaking tax law changes

Learning 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

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: 8
Field of Study: Taxes(8)
CFP Credit: Yes

Live Seminar Course Schedule