This event has been pre-approved for CE credit by the CFP Board and the IRS.
In this course, we review:
• Current year development
• Recurring problems, and
• Planning ideas.
Using a combination of humor and examples, we will focus on tax developments that affect 2016 individual income tax return preparation and 2016 individual income tax planning. As time permits, we will also review the major areas of individual income taxation to fine tune practitioners for “Tax Season.”