Appalachian Cluster: Federal Tax Update

227  |  TSCPA In Person Events  |  Update  |  Scheduled

Description

Both business and individual clients will be affected by a new tax environment that requires the tax advisor to consider extensive tax planning. The critical tactics in 2017 will depend not only on the major trends and changes in the case and regulatory law but also on proposals that are likely to be executed. This course has been updated for impacts of the PATH Act of 2015 and for the NEW Department of Labor exemption classification and overtime requirements.

Credits

Number of Credits Type of Credits
3.33 CLE
4 Tax

Prerequisites

Experience with individual and business clients

Highlights

  • Update on major tax law changes, including the PATH Act of 2015 and Social Security changes included in the Bipartisan Budget Act of 2015
  • How the Code affects tax planning for individuals and businesses
  • The latest on depreciation and safe harbor expensing options, including the $2500 de minimis expense item
  • Review of pertinent cases and rulings regarding exclusions, character issues, retirement plans, travel, and other items affecting your individual taxpayers
  • Practice aids, including all the numbers applicable to 2017 -- inflation-adjusted amounts, mileage rates, retirement contributions, and more
  • Other late-breaking tax law changes

Objectives

  • Understand strategies and techniques to use in light of tax changes
  • Understand the options for reporting property acquisitions
  • Understand current cases and rulings affecting businesses

Preparation

Download course material prior to event.

Prices

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

Facilitators

Donald Cooley, CPA

Donald B. Cooley, CPA is a partner in the accounting firm of Cotner, Cooley, Clark & Sharp, LLC. He has 24 years of public accounting experience specializing in tax, accounting, and management advisory for closely held businesses and individuals. His work experience includes time with local and Big Four accounting firms.

Mr. Cooley has been an adjunct faculty member at Rio Grande University and has presented tax and accounting seminars for the Ohio University Emeriti Foundation and the Ohio University Small Business Development Center.

Mr. Cooley is a graduate of Ohio University, with a degree in Accounting.

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