MSCPA Annual Convention: June 21-25, 2023 Book Now

Livestream: Individual Income Tax Planning

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Tuesday, May 30, 2023 @ 8:30am 4:30pm
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Congress's frequent legislative changes to the Internal Revenue Code has many individuals and closely held businesses highly focused on the impact of taxes and tax rates on their financial well-being.

Become up-to-date on tax law changes, Tax Court decisions, and the latest IRS guidance, as well as the latest tax-planning strategies to help preserve your clients' wealth and ensure your role as a trusted adviser! This course will provide you with the technical knowledge and expertise to respond to the needs of new and existing clients. Get the latest techniques for building and conserving wealth through proactive tax-planning and investment strategies.


Category Amount
Taxation 8.00

Course Materials

Links to the e-materials will be listed with your course registration in your account on the MSCPA website seven calendar days before the course. You will receive an e-mail when the materials are available.


William F. Taylor

William F. Taylor

William F. (Bill) Taylor, CPA of Taylor, Mississippi, has been an employee benefit and investment consultant for over 20 years, beginning his career as the Employee Benefits Coordinator in the Jackson office of KPMG Peat Marwick and managing his own firm for over 15 years. Bill served as MSCPA Chairman in 2017-2018, MSCPA Secretary in 2008-2009, and was Chairman of MSCPA's Continuing Education Committee for seven years. He has also served as Chairman of the Public Service Committee and as Board Representative for the Northwest Chapter. A nationally known consultant and speaker, Bill has conducted seminars for the American Institute of Certified Public Accountants, the American Society of Pension Professionals and Actuaries, more than 45 state CPA and Bar associations and other organizations. He was awarded as an AICPA Outstanding Discussion Leader in 2008 and 2014. Bill is the author of Taxation of Employee Benefits Volume I and Volume II, and his articles have appeared in numerous publications.