Registration: 8:30 AM EDT
With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation including the SECURE Act and CARES Act increases the importance of generating new ideas for financial planning and saving for retirement. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money! Continually updated for items regarding tax reform, including 2021 stimulus bill(s).
This course features a live instructor and has been specifically designed for the NJCPA.
All practitioners, especially those who want to provide the best up-to-the-minute tax advice
Basic course in individual income tax, Social Security and estate planning.
Dennis Riley, CPA
Dennis Riley has more than 35 years of experience in accounting, consulting, tax preparation, and government representation. He specializes in the tax and business needs of individuals, families, and entrepreneurial small businesses. He is a frequent lecturer on topics related to taxation and closely held businesses. He has received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. Riley's experience includes a range of services including negotiations with federal and state government tax authorities, offers in compromise, closing agreements, strategic business plans, litigation support, record reconstruction, business formation and dissolution, problem solving, and tax preparation. He has resolved multiple-year filing issues, organization issues, and business transition problems.
$289.00 - Member
$439.00 - Nonmember
Note: Online pre-registration will close on August 23 at 8:30 AM.
Remind me to register
Print a registration form