Events Search
  Summary & Check Out (0)

Date / Time / Location

Tuesday, September 26, 2017
8:30 AM - 4:30 PM
Registration: 8:00 AM

APA Hotel Woodbridge120 Wood Avenue South
Iselin, NJ 08830
732-494-6200

CPE Credits

  • 8.00 CPE Credits in TX

Pricing

  • $399.00 - Non Member
  • $299.00 - Member

Course Developer

With higher tax rates for individuals and trusts, tax planning takes on more importance. Plus, with Social Security going bust and interest rates at an all-time low, new ideas for financial planning for retirement must be considered. Explore practical tax-planning ideas that practitioners can use to assist clients with their needs and save them money.

Designed For

All practitioners, especially those who want to provide the best up-to-the-minute tax advice.

Benefits

  • Understand the changes made by PATH affecting individual taxpayers
  • Identify strategies that are effective following estate and gift tax reform
  • Understand options available to baby boomers as they reach retirement in light of Social Security

Highlights

  • Planning opportunities and pitfalls with the new 3.8-percent tax on net investment income
  • The best new income tax and estate-planning ideas in light of tax reform
  • Major 2017 tax ideas
  • The changing Social Security landscape: what it means for planning
  • Creative charitable giving strategies
  • Financial planning strategies
  • Maximize retirement plan benefits
  • Use intentionally defective grantor trusts, and SCINs
  • Use the whole family for tax savings
  • Up-to-the-minute ideas reflecting new tax law changes in cases, regulations and rulings
  • Impacts of the Protecting Americans Against Tax Hikes (PATH) Act of 2015

Prerequisites

Basic course in individual income tax, Social Security and estate planning.

Advance Preparation

None

Additional Notes

  • This seminar qualifies for CFP credit.
Pre-Registration Closed

Online pre-registration for this event is now closed.

Dennis Riley

Dennis P. Riley, CPA, M.B.A.
Member
Dennis Riley, CPA

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 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 taxation and closely held businesses. In 2015, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. 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.

Login Required!

You must be logged in to register for events. Please click here to login. You will redirected back to this page after logging in.

Don't have an account?

Not a problem. Use the Register section on the login page to create an account. You will be redirected back to this page after creating your account.

Pre-Registration Closed

Online pre-registration for this event is now closed.