Memphis Account Fest: Individual Income Tax Update

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Description

This highly informative course will bring you up to speed on the latest in individual tax law developments and the corresponding or responsive planning opportunities available to your clients. You will come away from the course ready to educate your individual tax clients and implement tax-savings ideas that will serve their ever-evolving needs. Continually updated to reflect enacted legislation.

Credits

Number of Credits Type of Credits
4.00 Taxes
3.33 CLE

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

Prerequisites

Experience in individual tax planning

Highlights

  • Timely coverage of breaking tax legislation
  • Form 1099-K reporting requirements
  • FinCEN reporting requirements under the Corporate Transparency Act in 2024
  • Employee Retention Tax Credit updates
  • 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
  • Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas

Objectives

  • Understand strategies and tactics to use in light of new legislation
  • Understand how to nail down valuable deductions and other reductions to the tax base

Prices

Member (Early Bird)
$179.00
Non-Member (Early Bird)
$229.00
Member
$229.00
Non-Member
$279.00
This event is part of the following cluster(s), you can either register via the cluster(s) page or register below. Make sure to check out the cluster(s) for other great courses!
Your Price: $229.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. Early Bird rates will be applied to all registrations made prior to November 26, 2024.

Members log in and save $50.00 on this event. Not a member? join today.

$20.00

In order to select CLE credits, please login to your account or register with your applicable BPR number.

Instructors

William F. Taylor, CPA

Bill is President of Benefit Solutions, Ltd., a benefit consulting firm, and a CPA in private practice. Since retiring as Community Bank President of Renasant Bank in Water Valley, MS. he has served as an Adjunct Assistant Professor in the MBA program at the University of Mississippi. Bill has worked in the employee benefit and investment fields for over 20 years, beginning his career as the Employee Benefits Coordinator in the Jackson, MS office of KPMG Peat Marwick and managing his own firm since 1999.

A nationally known consultant and speaker, Bill has conducted seminars for the Association of International Certified Professional Accountants, the American Society of Pension Professionals and Actuaries, more than 40 state CPA and Bar associations and other organizations. Bill is the author of Taxation of Employee Benefits Volume I and Volume II, and his articles have appeared in numerous publications. Bill has been the recipient of the Association's Outstanding Facilitator Award on multiple occasions.

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