Individual Income and Tax Compliance Annual Update
Overview
Save time and keep current on the latest tax developments. This course covers all legislative, judicial, and IRS developments of the past year with a focus on implementation and compliance. Discover how to effectively and confidently complete tax planning and compliance engagements. Cover current developments affecting individuals, estates, and trusts (including those regarding income, deductions and losses, tax calculations, individual credits, filing matters). Gift tax matters are also covered.
Highlights
Prerequisites
Two years of tax experience
Designed For
- Public accounting senior associates, managers, and partners; tax professionals in company finance or tax department
Objectives
- Identify planning strategies and compliance actions resulting from the latest changes to federal tax statutes, regulations, cases, and rulings.
- Identify changes in the rate tables and standard deduction applicable to filers.
- Assess the impact of key court cases decided in the past year.
Leader(s):
Leader Bios
William Harden, Surgent McCoy Self Study
Bill is an Associate Professor in the Bryan School of Business and Economics at the University of North Carolina at Greensboro where he teaches tax courses on flow-through entities, individual and corporate tax, tax research, IRS practices, and ethics. Bill has over twenty years of experience in taxation. He began his public accounting career in 1990 in the Dallas office of one of the Big Six accounting firms. In addition to his university teaching, Bill consults on tax and financial planning issues and maintains a sole practice in North Carolina, focusing on taxation and financial consulting for small businesses and individuals. Bill has testified before the House Ways and Means Oversight Sub-Committee on Internet taxation issues. He was the recipient of a Lybrand Certificate of Merit in 2002. Bill has been involved in CPE instruction for over a decade. He received NCACPA outstanding instructor awards in 2009, 2010, and 2011. Bill has authored over 30 publications in tax accounting and financial planning journals, including the Journal of Financial Service Professionals, Strategic Finance, National Tax Journal, Journal of Business Finance and Accounting, Tax Notes, Tax Advisor, and Journal of the American Society of CLU and ChFC. Mr. Harden is currently a member of the American Accounting Association, the American Taxation Association, the National Tax Association, and the North Carolina Association of CPAs. He is a past board member of the Piedmont Chapter of the NCACPA.
Non-Member Price $301.00
Member Price $233.00