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AICPA's Annual Federal Tax Update

8:00AM – 4:00PM


Wheeling Country Club
906 Oglebay Drive
Wheeling, WV




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General Info


For November, 8th, 2018 - This Annual Update will once again be held at The Wheeling Country Club. 

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.

Learning Objectives
When you complete this course you will be able to:
• Identify planning strategies and compliance actions resulting from the latest changes to federal tax statutes, regulations, cases, and       rulings.

Topics Discussed
• 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 and new tax return disclosures

Knowledge Level: Update

Intended Audience:  Public accounting senior associates, managers, and partners; tax professionals in company finance or tax departments

Prerequisite:  Two years of tax experience

Advanced Preparation:  None

Discussion Leader:  Patrick D. Kelley, CPA

Mr. Kelley, CPA is a sole practitioner in Athens, Georgia and a member of the Georgia Society of CPAs. Kelley has taught professional development programs nationwide since 1979 and has served as conference speaker and tax seminar instructor for numerous years in Alabama. He is a three-time recipient of the Outstanding Discussion Leader Award from the Alabama Society of CPAs. Pat Kelley has also taught tax programs relating to divorce and separation, S corporations, pensions, profit-sharing plans and partnerships. He also teaches tax updates as it relates to recent legislation, regulations, rulings and case law affecting business operations.

Patrick D. Kelley received his BA in accounting from Baylor University in Waco, Texas and Masters of Accounting in taxation from the University of Georgia. He is a member of the AICPA's national faculty and teaches tax courses nationwide. He also has served on the faculty of the National Tax Education Program, sponsored by the AICPA and University of Illinois, for the past 29 years.

Lunch provided

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