Courses
The Best Individual Income Tax Update Course by Surgent McCoy
Register
-
Member Price:
$300.00
Non-Member Price: $450.00
- Date/Time:
- Nov 8, 2010, 8:30am–4:30pm
- Venue:
- Capitol Plaza Hotel & Conference Center, Montpelier
- Developer:
- Surgent McCoy CPE
- CPE Credits:
- 8 Hours, qualifies for CFP®, CLU ,ChFC, CFM and CMA
- Field of Study:
- Taxes
- Level:
- Update
- Instructor:
- John N. Sherrick, MA, CPA
The year 2010 will be one of biggest years in the past twenty for individual tax planning in light of tax reform and changes in tax rates. This highly informative course responds to the latest in tax law developments, including discussions of the planning opportunities available to your individual tax clients. This up-to-date knowledge will enable you to further discuss new developments and tax-saving ideas applicable to your clients and their growing needs in light of post-election developments.
Major Topics:
· Impact of tax rate changes on individuals under tax reform
· Year-end tax planning: what should be accelerated and what should be deferred
· Planning in a bad or recovering economy
· Converting a traditional IRA to a Roth IRA: why 2010 is the year
· Estate and gift tax reform: proposed and enacted legislation
· Schedule E rental real estate and other investments
· Kiddie Tax: the young have gotten older
· Travel and entertainment: overlooked or overused?
· Retirement planning strategies: qualified plans and IRAs, traditional and Roth
· Medical expenses: examining the alternatives following healthcare reform debates
· Charitable contributions: opportunities still remain
· Education expenses, credits, and funding: recent developments
· AMT issues: is it just one patch after another?
· Practice aids, including 2010 inflation-adjusted amounts, mileage rates, and more
· 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 in this area
· Other late-breaking tax law changes
Learning Objectives:
· Understand strategies and tactics to use in light of tax rate changes
· Understand the most current guidance on retirement planning and Social Security
· Understand how to nail down valuable deductions and other reductions to the tax base
Who Should Attend? 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.
Prerequisite: Experience in individual tax planning
Also qualifies for CFP, CLU, CHFC, CFM and CMA credit.
