1) The AMT issues – the patch,
refundable credits, and the impact of
investment advisory fees.
2) The new tax preparer penalty details
and concerns. (Circular 230)
3) The proposed rebate and its
implications on CPA's lives. How to
plan, work with it and explain to
clients.
4.) The
new guidance about fees subject to the
2% AGI deduction on Trust Returns.