Individual Income & Tax Compliance Annual Update
Presenter
Richard Lahijani,
Sole Proprietor,
JBL Consulting
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 and filing matters). Gift-tax matters are also covered.
Learning 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.
Major Topics:
- IRS administrative issues, compliance and new forms
- U.S. Tax Court cases
- Legislative updates
