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Thursday, December 5, 2019 Mount Laurel

The Best Individual Income Tax Update Course by Surgent (E1912111)

8:30 AM - 4:30 PM EST

Registration: 8:00 AM EST

DoubleTree Suites by Hilton

515 Fellowship Road North
Mount Laurel, NJ 08054-3404

8.0 CPE Credits in TX

OVERVIEW

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.

DESIGNED FOR

All tax practitioners who need the latest information on tax changes affecting their individual clients.

BENEFITS

  • Understand strategies and tactics to use in light of tax reform
  • Understand the most current guidance on retirement planning
  • Understand how to nail down valuable deductions and other reductions to the tax base

HIGHLIGHTS

  • The SECURE Act, including IRA and RMD changes
  • Section 461 loss limitation rules and the ability to offset income
  • Section 163(j) 30% business interest limitation
  • Treatment of state and local taxes
  • Virtual currency
  • Opportunity Zones
  • Education-related provisions
  • Depreciation changes
  • Rules on entertainment expenses, including meals
  • Doubling of estate and gift tax exemption for a married couple
  • Comprehensive coverage of the flagship item of tax reform, §199A and its alteration of pass-through taxation and planning
  • Review of pertinent cases and rulings affecting taxpayers
  • Practice aids, including all the numbers applicable for the current year - inflation-adjusted amounts, mileage rates, retirement contributions, and more
  • The latest issues related to any other late-breaking tax law changes

COURSE LEVEL

Update

PREREQUISITES

Experience in individual tax planning.

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • This seminar qualifies for CFP credit.
  • This seminar qualifies for IRS credit.

Course materials are distributed electronically. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.

INSTRUCTOR

Michael Reilly

Michael E. Reilly, CPA, ChFC, CLU, MT

Surgent Professional Education

Michael E. Reilly, CPA, is a sole practitioner with offices in West Chester, PA. In addition to maintaining his practice, Mr. Reilly has been an adjunct professor at several colleges and was a visiting professor of Economics and Business at Lafayette College. He was also the CFO for a large insurance agency in Delaware County, PA, and was a licensed insurance agent in Pennsylvania. Mr. Reilly earned his bachelor’s degree in business administration with an accounting concentration from Temple University and his master of taxation degree from Villanova University School of Law. He also holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) certifications. In 2016, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills.