The Best Individual Income Tax Update Course by Surgent - On-Demand Webcast

Course Details

Date

Thursday, June 1, 2023 – Tuesday, April 30, 2024

Field of Study

Taxation

Course Number

SU0149

CPE Credit

8.0 hours CPE credit

Level of Knowledge

Update

Vendor

Surgent McCoy CPE, LLC

Prerequisites

Experience in individual tax planning

Description

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. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.

Highlights

  • Coverage of The SECURE 2.0 Act of 2022
  • Comprehensive coverage of the Inflation Reduction Act of 2022
  • Timely coverage of breaking tax legislation
  • Schedules K-2 and K-3 reporting requirements and transitional filing relief
  • Student loan forgiveness considerations
  • SBA Disaster Loans (Hurricane Ian)
  • Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations
  • Donor Advised Funds
  • Residency and Domicile
  • Selling a principal residence, including tax planning strategies
  • A comprehensive overview of virtual currency, including important tax considerations in light of increased IRS scrutiny
  • The SECURE Act 2022 Proposed Regulations
  • Real Estate professional requirements
  • The Independent Contractor vs. Employee Conundrum continues - New DOL proposed rulemaking
  • State of the IRS - plans to reduce the backlog of returns due to COVID-19
  • 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
  • Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas

Objectives

  • 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

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

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$199.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$249.00
Your Price $249.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

View All Webcasts