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Friday, November 20, 2020 Webcast

The Best Individual Income Tax Update Course by Surgent (E2011671)

9:00 AM - 4:30 PM EST

Registration: 8:30 AM EST

webcast

Webcast

8.0 CPE Credits in TX

OVERVIEW

This highly informative course responds to all of the latest tax law developments with a full update on changed requirements and a thorough discussion of the planning opportunities that you need to understand to help your clients respond effectively. You will come away from the course with the up-to-date knowledge you need to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs.

This course features a live instructor and has been specifically designed for the NJCPA.

DESIGNED FOR

All tax practitioners who need the latest information on tax changes affecting their individual clients.

BENEFITS

  • Understand strategies and tactics to use in light of tax reform
  • Understand the most current guidance on retirement planning
  • Understand how to nail down valuable deductions and other reductions to the tax base

HIGHLIGHTS

  • The SECURE Act, including IRA and RMD changes
  • Section 461 loss limitation rules and the ability to offset income
  • Section 163(j) 30% business interest limitation
  • Treatment of state and local taxes
  • Virtual currency
  • Opportunity Zones
  • Education-related provisions
  • Depreciation changes
  • Rules on entertainment expenses, including meals
  • Doubling of estate and gift tax exemption for a married couple
  • Comprehensive coverage of the flagship item of tax reform, §199A and its alteration of pass-through taxation and planning
  • Review of pertinent cases and rulings affecting taxpayers
  • Practice aids, including all the numbers applicable for the current year - inflation-adjusted amounts, mileage rates, retirement contributions, and more
  • The latest issues related to any other late-breaking tax law changes

COURSE LEVEL

Update

PREREQUISITES

Experience in individual tax planning.

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • This seminar qualifies for CFP credit.
  • This seminar qualifies for IRS credit.

Course materials are distributed electronically. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.

INSTRUCTOR

John Kilroy

John Kilroy, CPA, CFP

John Kilroy is a managing member of iValue Financial Planning LLC, located in the Philadelphia, Pennsylvania area. John engages clients in financial and tax planning, as well as preparing tax returns for individuals, corporations, partnerships, estates, and trusts. John is a CPA and a CFP® practitioner. He is a 1979 graduate of Villanova University with a BS in Accounting. John is a member of the Pennsylvania Institute of Certified Public Accountants and the Financial Planning Association (FPA). Within the FPA, John has served as a board member of the Philadelphia Tri-State chapter and on its education and finance committees. John is an adjunct faculty member for the Temple University Certificate of Financial Planning Program. He is a frequent speaker and facilitator on tax and financial planning topics. John has been quoted in the Wall Street Journal, MarketWatch.com, and USATODAY.com. He has written for the Journal of Financial Planning, and is a contributor to Retirement Weekly. John has also discussed financial and tax planning issues on various radio outlets.

PRICING

$389.00 - Non Member

$289.00 - Member

Register Today


Note: Online pre-registration will close 24 hours prior to this event.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

COURSE DEVELOPER

Surgent

AREAS OF INTEREST

Qualifies For

  • CFP