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Area of Focus Sessions

TAX2501. Individual Tax Update (preceded by the Sid Kess Award for Excellence in Continuing Education)

In this session we will cover recent tax updates with respect to individuals. We will also provide planning opportunities and considerations outside of tax season.

Learning Objectives:

  • Identify recent developments with respect to taxation of individuals.
  • Select discussion points for clients for the summer.
  • Recognize planning opportunities outside of tax season.
Date/Time
CPE Credits
1.5
NASBA Field of Study
Taxes
Level
Overview – (for individuals at all organizational levels)
Prerequisites
For individuals at all organizational levels
Advanced Preparation
None
Session Tags
TAX
CFP
EA