Courses

Surgent's Individual Income Tax Update Download

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Member Price: $79.00 Non-Member Price: $139.00

Developer:: SURGENT MCCOY SELF-STUDY CPE, LLC
CPE Credits:: Taxes: 4.00
Fields of Study:: Taxes
Level:: Update

This highly informative course will bring you up-to-speed on the latest in individual tax law developments and the corresponding or responsive planning opportunities available to your clients. You will come away from the course ready to educate your individual tax clients and implement tax-savings ideas that will serve their ever-evolving needs. Continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFT4.

Objective

Understand strategies and tactics to use in light of new legislation

Understand how to nail down valuable deductions and other reductions to the tax base

Highlights

Comprehensive coverage of the Inflation Reduction Act of 2022
Timely coverage of breaking tax legislation
Donor Advised Funds
Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations
Residency and domicile
Selling a principal residence, including tax planning strategies
The SECURE Act 2022 Proposed Regulations
Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Employee vs. Independent Contractor classification considerations - New DOL proposed rulemaking

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