Knoxville 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
  • 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)
$189.00
Non-Member (Early Bird)
$239.00
Member
$239.00
Non-Member
$289.00
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: $239.00

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 October 28, 2025.

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

$25.00

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

Instructors

Randy Newton, CPA

Randy C. Newton, CPA, CVA, licensed as a CPA in North Carolina and South Carolina, is president and founder of NewtonCPA, PLLC. Randy's area of expertise is in Corporate, Partnership, and Individual Income Tax Preparation -- utilizing a proactive tax planning model that streamlines, simplifies, and works to reduce tax liabilities for small taxpayers.

In addition, he specializes in IRS representation work plus tax planning and research. He also has specialty areas in Business Valuation, as well as Financial Planning. Prior to the creation of his own firm, Randy worked with First Union National Bank (now Wells Fargo) in the Corporate Accounting and Capital Markets Divisions.

Randy received his Accounting degree, Cum Laude, from Appalachian State University in 1992 and is a member of Phi Kappa Phi National Honor Society. As a CVA, Randy can place a certified value on closely held businesses for business owners seeking to sell, buy, or merge, or going through an ownership change.

Randy is a member of the North Carolina Association of CPAs (NCACPA), former two­time president of the Charlotte Chapter of the NCACPA, and an active member of the American Institute of CPAs (AICPA).

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