S09-Individual Tax Update with TCJA 2017

Thursday, June 27 | 8:00 am - 11:50 am
Track: Individual
CE:
     4 hours Federal Tax Update (EA, CRTP, OTRP)
     4 hours Taxes/Tax Planning (CPA, CFP)
     3.25 hours Taxation Law (Attorney – CA Bar MCLE)
     4 hours (CSEA/NAEA)
SpeakerKaren Brosi, EA, CFP®

Description: With individual returns as its focus, this comprehensive course covers an overview of the major issues facing tax preparers this year. Combining the real-life experience of a practicing EA with essential down-to-earth tax materials, this powerful presentation will enable participants to quickly grasp recent tax changes. Karen will share cutting-edge tax planning strategies in a high energy, often humorous presentation style using real-life experiences, which make complicated tax topics easily understandable.

Learning Objectives
1. Accurately advise individual clients on current individual tax laws                                               
2. Apply changes to individual taxes for 2019 returns                 
3. Communicate to your clients the impact of tax law changes 
4. Explore more than 50 individual tax reform changes

Learning Level: All learning levels

Prerequisites: None

Advanced Preparation: None