Memphis Account Fest: Individual Income Tax Update
464 | 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 for items regarding tax reform, including 2021 stimulus bill(s).
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
- The CARES Act and FFCRA, including expanded leave programs and offsetting employer credits
- Select ARPA and Consolidated Appropriations Act of 2021 provisions
- Expanded child tax credit, child and dependent care credit, and earned income tax credit provisions under ARPA
- Economic Impact Payments and the Recovery Rebate Credit
- Donor Advised Funds
- Detailed review of Loss Limitation Rules
- Employee vs. Independent Contractor classification considerations
- The latest issues related to any other late-breaking tax law changes
Objectives
- Understand strategies and tactics to use in light of tax reform
- Understand how to nail down valuable deductions and other reductions to the tax base
Notes
TSCPA is working to ensure all in-person events are inviting, comfortable, and most importantly, a safe learning environment. These events are subject to COVID-19-related social distancing and safety protocols as required by the facility, or state and local jurisdiction. Should a course have to cancel due to low registration numbers or other unforeseen circumstances, TSCPA offers the flexibility to switch to the online version if available.
Prices
- Member (Early Bird)
- $169.00
- Non-Member (Early Bird)
- $219.00
- Member
- $194.00
- Non-Member
- $244.00
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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