Individual Tax Planning

Live Seminar

Credit Hours: 8

By: Ron Roberson CPA

    Registration for state sponsored events such as this one are handled by the individual states and not through our site. Contact information for registration is:

    Phone: 800-292-1754

    Event Description:

    Designed to guide the practitioner through dozens of old and new planning ideas, this class gives participants the tools needed to help clients through items such as unusual income years, as well as long-term guidance for small businesses and high- and low-income individuals as a rare course designed for tax planning rather than tax compliance. Suitable for both beginners and long-experienced practitioners, this is an unusual class that is both personally and client-beneficial.

    This course will discuss options for dealing with the lost deduction for employee business expenses, the limit on itemized deductions for taxes, and the new interest deduction rules. It will also lead the practitioner through the maze of new thresholds for itemized deductions and guide small business owners with fringe benefit tools. A number of retirement planning tools are discussed while examining the appropriate uses and modifications allowed for various types of plans. The chapter for small business owners analyzes the attributes of various entity types including the low C corporation tax rate, wages vs/ dividends and the 20% flow through deduction.

    The individual tax planning course is divided into three sub-topics: planning ideas for the W-2 taxpayer; planning ideas for the small business owner; and planning ideas for everyone. Each subchapter includes 15-30 planning tools, checklists and example guidance illustrating the rules and tools needed to utilize the idea presented.

    Sponsor Details

    State Sponsor: Kentucky Society of Certified Public Accountants

    Phone: 800-292-1754

    Email: [email protected]

    Sponsor Details

    Sponsor: Kentucky Society of Certified Public Accountants


    Attendee Requirements

    Call society/sponsor for location and hotel information as needed.

    All policies and registration and fees are established by society/sponsor.

    Dress warmly in layers as the room may be cool.

    Event Details
    Event Dates and Times

    TIME ZONES: PLEASE NOTE: All live seminar times are listed for the time zone which the seminar is being held.

    Date:   October 31, 2019
    Time:   8:00 AM    Add to Outlook
    Contact Information
    Speaker Bio(s)
    Dsc 4202 resize
    Ron Roberson CPA

    Ron Roberson is a well-known tax lecturer who has more than 20 years of experience teaching throughout the United States. Ron annually speaks to thousands of tax professionals about the latest business and personal tax law developments, using his sense of humor and friendly speaking style to keep...

    Kim Puckett
    [email protected]
    502-736-1378 or 800-292-1754


    Field of Study

    5+ years tax preparation experience

    Event Level

    NASBA Category