Individual Income Tax Update

314  |  Course  |  Update  |  Scheduled

Description

This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation.

A Live Stream version of this event is available here.

Credits

Number of Credits Type of Credits
8.00 Taxes
8.00 CFP
6.75 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
  • Foreign Tax Credit considerations
  • Schedules K-2 and K-3 reporting requirements
  • Residency and domicile
  • Selling a principal residence
  • A comprehensive overview of cryptocurrency, including important tax considerations in light of increased IRS scrutiny
  • New 2022 proposed regulations under the SECURE Act
  • Miscellaneous provisions sunsetting in 2022
  • 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
  • Coverage of the Inflation Reduction Act of 2022

Objectives

  • Understand strategies and tactics to use in light of new legislation
  • Understand the most current guidance on retirement planning
  • Understand how to nail down valuable deductions and other reductions to the tax base

Prices

Member (Early Bird)
$299.00
Non-Member (Early Bird)
$399.00
Member
$349.00
Non-Member
$449.00
Your Price: $399.00

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 18, 2022.

Members log in and save $100.00 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

Christopher T. Wills

Chris is a partner with MillerSearles LLC. He has been affiliated with the firm, as well as its predecessor, for over 20 years. Prior to that time, Mr. Wills had approximately 4 years of "Big 4" experience in a tax department with KPMG Peat Marwick. He graduated in 1989 from the University of Maryland with a Bachelor of Science degree, Magna Cum Laude. Mr. Wills' primary area of expertise includes individual and corporate tax planning and consulting. He is the tax partner in the firm who spends much of his time researching technical tax issues as well as reviewing business and individual tax returns. He has worked with numerous industries including warehousing and logistics, health care, and retail and wholesale sales.

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