This seminar focuses on up-to-the-day changes in federal tax law that affect individuals. The course is designed to help tax planners and return preparers as they prepare returns. This course will explore important recent tax developments, including new legislation and new court cases.

Learning Objectives:

• Describe major provisions of recently enacted (and newly effective) federal tax legislation


• Identify recent court cases, IRS activity, regulations, and rulings that affect individuals, estates, and trusts


• Identify changes to income tax, self-employment tax, and estate and gift taxes                                       


• Describe ways that IRS activity might impact planners and preparers