Surgent's Individual Income Tax Update Download

Course Details

Date

Self-Study

Field of Study

Taxation

CPE Credit

4 hours CPE credit

Level of Knowledge

Update

Vendor

Surgent McCoy CPE, LLC

Prerequisites

Experience in individual tax planning

Description

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.

Highlights

  • The SECURE Act, including IRA and RMD changes
  • Section 461 loss limitation rules and the ability to offset income
  • Revised home mortgage interest deduction
  • Treatment of state and local taxes
  • Virtual currency
  • Opportunity Zones
  • Education-related provisions
  • Depreciation changes
  • Changes to the treatment of alimony for both payor and payee
  • Rules on entertainment expenses, including meals
  • Doubling of estate and gift tax exemption to $22.8M for a married couple
  • Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more
  • The latest issues related to any other late-breaking tax law changes

Objectives

  • Understand strategies and tactics to use in light of tax reform
  • 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

WYOCPA Member Fee
$65.00

Non-Member Fee
$85.00

Your Price
$85.00

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