Knoxville Account Fest: Individual Income Tax Update
470 | Course | Update | Scheduled
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
- Residency and domicile
- Selling a principal residence, including tax planning strategies
- Real estate professional requirements
- New Form 1099-K reporting requirements
- Virtual currency, including recent developments regarding NFTs
- 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
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
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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