The purpose of this course is to identify the most important tax topics for 2007. Any recent tax legislation is covered in detail. CPAs can rely on this course to help them meet client demands about these practical issues and thereby increase billings.

The ten tax topics that are at the forefront of tax and financial planning in 2007. Topics will be determined on a late-breaking basis, but will likely include:

• Fin 48: what a tax practitioner needs to know
• The Pension Protection Act: selected topics for use in 2007
• The new, big benefits in using Health Savings Accounts
• What do you need to do for estate planning now?
• Current cases and rulings
• Social security update
• Roth 401(k)s: a new opportunity
• Late-breaking tax legislation
• What’s hot for individual clients and small businesses
• The latest on S corporations

Designed for: All CPAs who want an in-depth discussion on the current tax issues that affect all clients.

Level of knowledge: Intermediate

Field of study: Taxes