December 20, 2018 8:00am – 3:30pm Map & Directions 602-252-4144

Best Individual Income Tax Update Course

Online registrations are currently closed, please call (602) 324-6847 for additional registration options

Description

This highly informative course responds to all of the latest tax law developments with a full update on changed requirements and a thorough discussion of the planning opportunities that you need to understand to help your clients respond effectively. You will come away from the course with the up-to-date knowledge you need to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs.

Location

ASCPA Learning Center
4801 E Washington St Ste 180
Phoenix, AZ 85034-2040

Registration Time

7:30am

Fees

Member

$300

Non-CPA Staff

$400

Non-CPA Staff (100% club)

$300

Non-CPA Staff (sole proprietor)

$300

Non-Member

$400

Phoenix
Taxation
8

Objectives

 Understand strategies and tactics to use in light of tax rates
 Understand the most current guidance on retirement planning and Social Security
 Understand how to nail down valuable deductions and other reductions to the tax base

Course Level

Update

Vendor

Surgent McCoy CPE, LLC More With This Vendor

Designed For

All tax practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes affecting their individual clients

Prerequisites

Experience in individual tax planning

Event Leaders

Davis-Vaughn, Pamela

Rating: 4.38


Pamela J. Davis-Vaughn is a general practitioner providing accounting, tax, and consulting services to clients across the United States from her office in Painted Post, New York. This year she was honored by Surgent McCoy as their top discussion leader of 2010. Davis-Vaughn has designed and taught undergraduate and graduate courses in state and local tax at Texas universities, including Baylor and Texas Tech, and has been a highly rated speaker at the Controller’s Roundtable, a sponsored event for controllers of automobile dealerships in Texas. In addition to her accounting practice, Davis-Vaughn and her husband are owners of One Main Place Farms, an organic farming operation located in upstate New York. Davis-Vaugh has more than 25 years of experience in both public and private accounting sectors. Her public experience ranges from a Big Four firm where she assisted several Fortune 500 companies in restructuring their operations to provide state income and franchise tax savings, participated on the mergers and acquisitions team, and served as the Southwest Area Employment Tax practice leader to providing tax consulting services for closely held businesses of a 16-partner, 100-staff Dallas CPA firm. Her experience in the private sector as CFO of a Dallas based manufacturer servicing the telecom industry and Tax and Accounting Manager of a large independent oil and gas company provides her with significant insight into the challenges faced by those practicing in industry. Davis-Vaughn holds a BS degree in Business and Accounting from the University of Kansas, an MBA from Wichita State University, and has completed post-graduate work in International Tax at New York University. She holds a license to practice in Kansas, Texas, and New York.


More With Davis-Vaughn, Pamela

Highlights

 Complete coverage of all the latest IRS rulings and procedures affecting individuals in general, along with an up-to-date summary of the most important tax court decisions and tax law changes
 Retirement plans: what is new?
 Social Security: where do we go from here?
 Tax on net investment income: planning to avoid the pitfalls
 Health care reform: what to do in 2017
 The latest ideas dealing with the tax aspects of investments; dealing with all the issues of the passive activity rules
 Identity theft: the latest issues and updates
 Retirement planning strategies: qualified plans and IRAs, traditional and Roth; resolving issues of improper early or late distributions and rollovers
 Practice aids, including 2017 inflation-adjusted amounts, mileage rates, and more
 Year-end tax planning ideas
 Full coverage of changes implemented by the PATH Act and responsive planning strategies
 Other late-breaking tax law changes, including pre- and postelection developments

Notes

Other Credit: EA

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