Individual Tax Update

Karen E. Davis, EA, MBA, Ph.D., Pamela J. Davis-Vaughn, CPA, Jeffrey L. Jacobs, Esq., Michael J. Tucker, JD, CPA (moderator)
  • 3
  • Update
  • Federal Tax Law Update
On-site : November 15
Webinar : November 15, November 21, November 29, December 07
Broadcast Times

Single course: $89
Volume Discounts:Click here for details.

Overview

As 2017 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 2017 and 2018. This program will update practitioners to help them be prepared to discuss new tax developments with individual tax clients and implement appropriate planning strategies on their behalf.

Major Topics:

  • New tax legislation impacting individual taxpayers for 2017 and 2018
  • 2017 case law impacting individuals, small and medium-sized businesses, and business owners
  • 2017 IRS regulations, rulings and pronouncements impacting individual taxpayers
  • Planning opportunities to save individual clients tax dollars in 2017 and later based on new tax legislation, IRS regulations, and case law
  • Year-end individual tax planning for 2017

Learning Objectives

Understand the new tax law developments that have taken place in 2017

  • Any tax practitioner who wishes to understand the latest tax changes relating to individual taxpayers
  • 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

None

Yes

Yes

Varies by state. Click here for details