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Tuesday, December 6, 2016 Live

2016 Year-End Tax Planning (E1612431)

8:30 AM - 4:30 PM EST

Registration: 8:00 AM EST

Ramada Plaza Hotel and Conference Center Cranbury - South Brunswick

390 Forsgate Drive, Exit 8A,
Jamesburg , NJ 08831

8 CPE Credits in TX

OVERVIEW

This course is a must to keep you on top of the continuing changes in the area of taxation. Whether these changes come from IRS regulations, tax law revisions, or recent court decisions, the course will evaluate and emphasize the latest changes related to preparing returns for clients.

DESIGNED FOR

All firms, all staff, CPAs – needing a good year-end update for tax filing season.

BENEFITS

Participants will be able to apply the administrative, legislative and judicial changes to client tax planning issues and compliance.

HIGHLIGHTS

  • Practice aids, including all the inflation-adjusted numbers
  • Overview of recurring tax compliance issues
  • Latest tax law changes affecting return preparation as well as planning possibilities
  • Health care reform: what employers and individuals must report
  • Recent developments with business entities, including repair regulations
  • Review of cases and rulings affecting retirement planning and estate planning

COURSE LEVEL

Update

PREREQUISITES

Basic federal tax course or experience.

ADVANCE PREPARATION

None

INSTRUCTOR

Rebecca Lee

Rebecca M. Lee, CPA, CGMA

Kaplan Financial Education, Powered by Loscalzo

Rebecca M. Lee, CPA, CGMA Rebecca Lee, licensed as a CPA in Alabama and South Carolina, is a founding Principal with Brooke, Freeman & Lee. She served in areas of the assurance, quality control, and compliance responsibilities for the audit practice. She has served on numerous AICPA and state society committees, including the AICPA Management Consulting Service Professional Practice Subcommittee, Small Business Consulting Practices Subcommittee, and Council of the AICPA. She has chaired both the Management Advisory Committee and the Personal Financial Planning Committee of the Alabama Society of CPAs. Rebecca currently serves on the Illinois Society of CPAs Peer Review Committee, which serves multiple state societies of CPAs. Rebecca has served as professor of management accounting in the graduate studies (Master in Public and Private Management) program at Birmingham-Southern College. Rebecca holds a BS degree in accounting from Jacksonville State University, along with a master’s degree in Accounting from Birmingham Southern College. She is a member of the Alabama Society of CPAs, the South Carolina Association of CPAs, and the AICPA.

PRICING

$299.00 - Member

$399.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

Loscalzo Associates, Ltd.