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AICPA's Annual Federal Tax Update

8:00AM – 4:00PM


OgleBay Park Resort
465 Lodge Drive
Wheeling, WV




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General Info


For November, 5th, 2020 - This Annual Update will be back at Oglebay Resort.  

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

Patrick is a practicing CPA since 1973.  A member of the AICPA's national faculty, Patrick has taught tax continuing education courses for the AICPA and 48 state CPA societies nationwide. 

Patrick graduated from BBA Baylor University (magna cum laude); Master of Accountancy (tax option) University of Georgia. 

Lunch provided

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