Individual and Financial-Planning Tax Camp

105  |  TSCPA In Person Events  |  Intermediate  |  Scheduled

Description

Join us for our annual expedition through the harbors and swamps on the tax landscape this season. We will uncover the top issues with wide applicability and importance this year and explore the practical implications, potential pitfalls, and planning opportunities.

Credits

Number of Credits Type of Credits
8 Taxes
6.75 CLE

Prerequisites

Experience in planning for individual and business clients

Highlights

* The Section 199A 20% deduction
* Other significant aspects of recent tax reform
* Tax aspects of domicile

Objectives

* Understand the most important hot button issues that have emerged as areas of concern to the IRS, taxpayers, and tax advisors
* Understand a broad range of tax subjects for both individuals and business owners
* Recognize tax planning opportunities that may present themselves

Prices

Member (Early Bird)
$295.00
Non-Member (Early Bird)
$395.00
Member
$345.00
Non-Member
$445.00
Your Price: $395.00

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 May 1, 2019.

Members log in and save $100.00 on this event. Not a member? join today.

Facilitators

Susan Smith, CPA

Susan Smith manages her own firm specializing in tax planning for individuals and business owners and is also a frequent speaker at tax conferences.

Smith was a Senior Manager in the tax departments of Price Waterhouse and Peat Marwick (the predecessor of KPMG). While at Price Waterhouse, she also held the national specialist designation for the real estate and partnership tax practices. During her time at Peat Marwick, Smith led the real estate and tax practices locally. She was an associate adjunct professor at Widener University in the master’s taxation program. Her ratings have consistently exceeded 4.7 on a scale of 5.0. Also, she recently received the James L. McCoy 2008 Discussion Leader of the Year Award for excellence in teaching.

Smith earned her Bachelor of Business Administration degree, with an accounting concentration, from the University of Toledo.

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