Individual Tax Update (INTX)

Lance Weiss, CPA, CVA, Jeffrey L. Jacobs, Esq., Julie A. Welch, CPA, CFP, Michael J. Tucker, CPA, LL.M. (moderator)
  • 3
  • Update
  • Taxes

Individual course: $99
Best Value: All-Star Tax Season Pass
Volume Discounts: 
Click here for details.


As 2016 comes to an end and another tax season approaches, each tax practitioner needs to know the new legislative, regulatory, and case law changes that impact individual taxpayers in 2016 and 2017. This program will update you so that you will be prepared to discuss new tax developments with your individual tax clients and implement appropriate planning strategies on their behalf. 

Major Topics:

  • New tax legislation impacting individual taxpayers for 2016 and 2017
  • 2016 case law impacting individuals, small and medium-sized businesses, and business owners
  • 2016 IRS regulations, rulings, and pronouncements impacting individual taxpayers
  • Planning opportunities based on new tax legislation, IRS regulations, and case law that will save individual clients tax dollars in 2016 and later
  • Year-end individual tax planning for 2016 

Learning Objectives

Understand the new tax law developments that have taken place in 2016

Any tax practitioner who wishes to understand the latest tax changes relating to individual taxpayers, and any tax practitioner who wishes to understand the latest planning strategies to help individuals avoid or minimize income tax 

Experience with handling basic individual income tax transactions and planning strategies




Varies by state. Click here for details