AICPA's Annual Federal Tax Update  (PTU-SF)

8.00 CPE Credit Hours

Save time and keep current on the latest tax developments! This comprehensive 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 (including those regarding income, deductions and losses, tax calculations, individual credits, filing matters), business entities (including those regarding S Corporations and their shareholders, C Corporations, partnerships), estates and trusts, retirement plans, and more.

Designed For
Public accounting senior associates, managers, and partners; tax professionals in company finance or tax departments

Objective

Identify planning strategies and compliance actions resulting from the latest changes to federal tax statutes, regulations, cases, and rulings.

Highlights

• Return preparation applications
• Strategies for tax savings
• Business entity changes
• The new reality of estate planning
• Income taxation of estates and trusts
• IRS administrative issues, compliance, and new forms
• Court cases settled in the last year that provide tax return guidance
• Position authority
• IRS rulings, procedures and notices for the last year
• New tax return disclosures

Prerequisites
Two years of tax experience

Advanced Preparation
None

Developer
AICPA

Presenters
Steven Wagner,

Level of Knowledge
Update