Best Individual Income Tax Update

289  |  TSCPA In Person Events  |  Update  |  Scheduled


This highly informative course responds to all of the latest tax law developments with a full update on changed requirements and a thorough discussion of the planning opportunities that you need to understand to help your clients respond effectively. You will come away from the course with the up-to-date knowledge you need to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs.


Number of Credits Type of Credits
6.75 CLE
8 Tax


Experience in individual tax planning


Complete coverage of all the latest IRS rulings and procedures affecting individuals in general, along with an up-to-date summary of the most important tax court decisions and tax law changes - Retirement plans: What is new? - Social Security: where do we go from here: - Tax on net investment income; Planning to avoid the pitfalls - Health care reform: What to do in 2017 - The latest ideas dealing with the tax aspects of investments; dealing with all the issues of the passive activity rules - Identity theft: the latest issues and updates - Retirement planning strategies: qualified plans and IRS, traditional and Roth; resolving issues in improper early or late distributions and rollovers - Practice aids, including 2017 inflation-adjusted amounts, mileage rates, and more - Year-end tax planning ideas - Full coverage of changes implemented by the PATH Act and responsive planning strategies - Other late-breaking tax law changes, including pre- and post-election developments


Understanding strategies and tactics to use in light of tax rates - Understand the most current guidance on retirement planning and Society Security - Understand how to nail down valuable deductions and other reductions to the tax base


Download course material prior to event.


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Dennis Riley, CPA, MBA

Dennis Riley has more than 30 years of experience in accounting, consulting, tax preparation, and government representation. He specializes in the tax and business needs of individuals, families, and entrepreneurial small businesses. The AICPA’s Vision Project identified him as an early adopter of new technology and new integrations of accounting and consulting information. He is a frequent lecturer on topics related to for-profit taxation, estates and trusts, business law for accountants, and other related topics.

Mr. Riley’s experience includes a range of services including negotiations with federal and state government tax authorities, offers in compromise, closing agreements, strategic business plans, litigation support, record reconstruction, business formation and dissolution, problem solving, and tax preparation. He has resolved multiple-year filing issues, organization issues, and business transition problems.

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