21SR-0033: Tax Advisers Update: Individual and Other Developments (Virtual)

If you have questions about this event, please call us at 952-831-2707.

Friday, November 19, 2021
8:30am - 12:00pm Central Time
4 CPE (4 technical)  |  4 CFP  |  3.3 CLE  |  4 IRS CE

Stay on track with the important tax updates, guidance and tips you'll need to ensure a successful tax season and meaningful planning conversations with clients. Examine recent individual tax developments and legislative changes affecting your tax returns and find out how they influence tax planning. Learn how to handle the latest tax legislation affecting your individual clients, including the Consolidated Appropriations Act and the American Rescue Plan Act. Explore ways to enhance taxpayer cash flow and come away with on-target tax planning strategies for your individual clients.

Major subjects

• Individual tax provisions from the Consolidated Appropriations Act (CAA), American Rescue Plan Act (ARPA) and other legislation
• Real-world planning tips and examples from a practitioner's viewpoint
• Planning strategies for higher future tax rates
• Final Section 1031 regulations
• Recent court cases involving charitable contributions
• Developments related to Schedule A and other individual deductions

Learning objective(s)

• Identify strategies enabling clients to claim valuable individual tax credits
• Understand the importance of targeting clients’ AGI in 2021
• Evaluate risks and opportunities regarding individual deductions

Who should take this program?

CPAs and tax advisers who need to know the latest individual tax law changes and planning opportunities

Fees

Standard Member Fee	$175.00
Standard Nonmember Fee	$200.00