Courses

The Best Individual Income Tax Update Course by Surgent

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Member Price: $0.00 Non-Member Price: $0.00

Date/Time:: Feb 6, 2023, 9:00am–5:00pm
Developer:: SURGENT MCCOY SELF-STUDY CPE, LLC
Level:: Update

This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation.

Objective

Understand strategies and tactics to use in light of new legislation
Understand the most current guidance on retirement planning
Understand how to nail down valuable deductions and other reductions to the tax base

Highlights

Timely coverage of breaking tax legislation
Donor Advised Funds
Detailed review of Loss Limitation Rules
Employee vs. Independent Contractor classification considerations
A comprehensive overview of Cryptocurrency, including important tax considerations and the latest IRS guidance
IRC §163(j) and §461(l)
Review of pertinent cases and rulings affecting taxpayers
Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more

Designed For

All tax practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes affecting their individual clients

Prerequisite

Experience in individual tax planning

Advanced Preparation

None