Monthly Individual Tax Update 2024
Overview
Our goal is to keep you current with the changing tax environment by focusing on recent legislative, administrative, and judicial decisions and examining topics addressed in the media, publications, journals and conferences. Our belief is that the better informed we are, the better we can serve the profession and our clients. Check in monthly to see the current topic and objectives.
Highlights
- Individual tax developments coming from Congress, the Treasury Department, the courts, and academe.
- Time-sensitive topics from the past 30 days.
Prerequisites
None
Designed For
CPAs, enrolled agents, attorneys, staff accountants and financial professionals
Objectives
- Determine relevant tax practice techniques
- Recognize timely individual tax strategies
- Identify the past month's most important individual tax developments
Preparation
None
Notice
This course is offered by a 3rd party vendor. Login instructions will not be accessible in the My CPE Tracker section of the ISCPA website. Login instructions will be emailed directly to you by California Education Foundation (CalCPA).
Leader(s):
Leader Bios
J. Randy Gardner
Randy Gardner, JD, LLM, MBA, CPA, CFP ® is a professor of Tax and Financial Planning and director of the Certificate in Financial Planning program at the University of Missouri - Kansas City. He is a coauthor of several books on tax issues and is also a highly rated discussion leader. In addition to teaching, Mr. Gardner works as a tax and financial planning consultant for several accounting firms and over 200 individual clients. He also serves on the Editorial Board of The Journal of Financial Planning and on the Board of Examiners of the Certified Financial Planner Board of Standards, and he is a member of the Missouri Society of CPAs. Mr. Gardner earned a Bachelor of Arts degree, cum laude, from Harvard University, his JD and MBA degrees from the University of Kansas, and a Master of Law in Taxation from the University of Missouri - Kansas City 4/06
Non-Member Price $59.00
Member Price $49.00