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6.23.17 - 2017 Income Tax Update (Live Webinar) 8 CPE / 7 CLE

6.23.17 - 2017 Income Tax Update (Live Webinar) 8 CPE / 7 CLE

Your Price $144.99
  • When:Friday, June 23rd, 2017. 9:00 am to 5:00 pm EST
  • Location:You home or office
  • CPE Credits:8 Income Tax CPE
  • CLE Credits:7 Substantive CLE / 6 Substantive CLE (PA)*
  • Delivery Method:Group Internet-Based

Part I - IRS Update

This IRS Update seminar will cover a variety of current IRS programs of interest to tax professionals.

Learning Objectives:

  • Review tax changes for 2017
  • Analyze current tax law provisions
  • Discuss tax alternatives for various situations

Morning Speaker:

Richard Furlong is a Senior Stakeholder Liaison in the Mid-Atlantic Area Stakeholder Liaison office of the Internal Revenue Service Small Business/Self-Employed Division. Stakeholder Liaison serves as the primary IRS liaison office to tax practitioner organizations throughout the country.

Mr. Furlong coordinates the annual IRS Eastern Pennsylvania Working Together Conference, which is a joint effort of public and private tax professionals to enhance the level of communication, education, and trust between these organizations and individuals. Mr. Furlong is also a member of the PA IRS/Practitioner Liaison Council and he coordinates the annual meeting between IRS and the Pennsylvania Institute of Certified Public Accountants (PICPA). Each year, Mr. Furlong represents IRS at practitioner CPE sessions throughout Pennsylvania, where he discusses IRS policies and procedures, tax law issues, and IRS electronic tax administration. Mr. Furlong is a graduate of the University of Pennsylvania Wharton School with a Bachelor of Science degree in Economics.

Part II - Estate Planning 2016: Fundamentals and Practical Issues

Estate Planning remains an integral part of protecting and transferring wealth.  Doing so in a tax-efficient manner and in a way that avoids family feuding requires both technical proficiency and deft communication skills.

In this program, participants will review the foundational aspects of estate planning, including the increased importance of integrating income and estate tax planning. Using stories, real-life examples, and a touch of the theatrical, your presenters will focus on practical strategies that can help enhance client satisfaction.  This program promises to be different, anything but obvious, and anything but dull. 

Learning Objectives:

  • Review the fundamentals of estate planning.
  • Learn how to ask more questions, and better questions, along with how to communicate with clients in a clear, concise, and compelling manner.

Afternoon Speakers:

Coming soon.


When: Friday, June 23rd, 2017. 9:00 am to 5:00 pm EST
Where: Your home or office
Speaker: Richard Furlong
CPE Credits: 8 Income Tax CPE
CLE Credits: 7 Substantive CLE / 6 Substantive CLE (PA)*
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Internet-Based
Tech Support: Bill Kline Email: william.kline@ceworkshops.com or Phone: 267-251-3805


* McDevitt and Kline's live, internet-based courses are approved as Distance Learning courses by the PA Supreme Court CLE Board. For additional information, please visit http://www.pacle.org/. Check with your State CLE Board for rules pertaining to live webcasts. These rules differ from state to state. For example, PA attorneys may earn up to 6 CLE credits per compliance period via live webcasts (or 6 out of 12 credits per year); NJ and DE attorneys may earn up to 12 CLE credits per compliance period via live webcasts (or 12 out of 24 credits per two years).

McDevitt & Kline, LLC is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:www.nasba.org.


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