Memphis Account Fest: Individual Income Tax Update

501  |  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
  • Donor Advised Funds
  • Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations
  • Residency and domicile
  • Selling a principal residence, including tax planning strategies
  • The SECURE Act 2022 Proposed Regulations
  • Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
  • Employee vs. Independent Contractor classification considerations
  • Coverage of the Inflation Reduction Act of 2022

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)
$169.00
Non-Member (Early Bird)
$219.00
Member
$194.00
Non-Member
$244.00
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: $219.00

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 December 1, 2022.

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$15.00

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

Instructors

John M. Kilroy

John Kilroy is a managing member of iValue Financial Planning LLC, located in the Philadelphia, Pennsylvania area. John engages clients in financial and tax planning, as well as preparing tax returns for individuals, corporations, partnerships, estates, and trusts. John is a CPA and a CFP® practitioner. He is a 1979 graduate of Villanova University with a BS in Accounting. John is a member of the Pennsylvania Institute of Certified Public Accountants and the Financial Planning Association (FPA). Within the FPA, John has served as a board member of the Philadelphia Tri-State chapter and on its education and finance committees. John is an adjunct faculty member for the Temple University Certificate of Financial Planning Program. He is a frequent speaker and facilitator on tax and financial planning topics. John has been quoted in the Wall Street Journal, MarketWatch.com, and USATODAY.com. He has written for the Journal of Financial Planning, and is a contributor to Retirement Weekly. John has also discussed financial and tax planning issues on various radio outlets.

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