Live Stream: Individual Income and Tax Compliance Annual Update
492 | Livestream | Update | Scheduled
Description
Save time and keep current on the latest tax developments. This course covers all legislative, judicial and IRS developments of the past year with a focus on implementation and compliance. Discover how to effectively and confidently complete tax planning and compliance engagements. Cover current developments affecting individuals, estates and trusts (including those regarding income, deductions and losses, tax calculations, individual credits, filing matters). Gift tax matters are also covered.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 4.00 | Taxes |
| 3.33 | CLE |
Designed For
Public accounting senior associates, managers and partners; tax professionals in company finance or tax departments
Prerequisites
Two years of tax experience
Highlights
- IRS administrative issues, compliance and new forms
- U.S. Tax Court cases
- Legislative updates
Objectives
When you complete this course, you will be able to:
- Identify planning strategies and compliance actions resulting from the latest changes to federal tax statutes, regulations, cases and rulings.
- Identify changes in the rate tables and standard deduction applicable to filers.
- Assess the impact of key court cases decided in the past year.
Prices
- Member (Early Bird)
- $179.00
- Non-Member (Early Bird)
- $229.00
- Member
- $179.00
- Non-Member
- $229.00
Instructors
Dennis Riley, CPA, MBA
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.
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