Lewis & Barlett Attend Tax Planning Conference
LEWISBURG, Pa. – Neal Lewis, CPA and Rich Barlett, CPA, shareholders with Lewis Barlett Klees, PC, recently attended a conference titled Individual Tax Update and Year-End Planning. As 2009 comes to an end and another tax season approaches, tax practitioners need to know the new legislative, regulatory, and case law changes that impact individual taxpayers. This conference provided updates so that attendees will be prepared to discuss new tax developments with their individual tax clients and implement appropriate strategies on their behalf.
The topics covered were:
- New tax legislation in 2009 impacting individual taxpayers
- How to defer or eliminate income resulting from cancellation of debt
- New deductions an individual may use in 2009
- Case law impacting individuals, small and medium-sized businesses, and business owners
- New IRS regulations and pronouncements impacting individual taxpayers
- Planning opportunities based on 2009 tax legislation, IRS regulations, and case law that will save individual clients dollars in 2009 and 2010
- Year-end individual tax planning in an uncertain tax planning environment
The company offers auditing, accounting, tax and management advisory services to government, not-for-profit agencies and private businesses, in addition to tax preparation for individuals.
