Nashville 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

  • Comprehensive coverage of the Inflation Reduction Act of 2022 and the SECURE 2.0 Act of 2022
  • Timely coverage of breaking tax legislation
  • Donor-advised funds
  • Detailed review of Loss Limitation Rules
  • Employee versus independent contractor classification considerations

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
$219.00
Non-Member
$269.00
Registration for this event has closed. If you have any question or concerns please give us a call at 615-377-3825 or send us an e-mail at registrar@tscpa.com

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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