1. Some cautions about year-end tax planning and beware of the “step doctrine”.
2. CTA/BOI update regarding recent FAQ’s and additional issues.
3. Planning for receipt of social security and some recent issues and state taxes.
4. Your child goes to college and receives funding, what do you do with your 529 plan.
5. We are coming up on renewal of the PTIN, do you have a WISP?
6. The Chevron doctrine Supreme Court case and doing tax research.
7. AICPA guide regarding tax transcripts.
8. Some more information on rules regarding shifting partnership basis.
9. S Corporations and reasonable compensation.
10. Additional issues as time permits.
