Best Individual Income Tax Update

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Online registration for this course is now closed. Please contact the Member Service Center at
(800) 342-3197 if you wish to inquire about registering.

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Overview

8.0 Credits
IN-PERSON

The 2018 filing season brought into sharp focus the biggest changes and greatest challenges created by the TCJA.  Surgent's Best Individual Income Tax Update Course builds on that experience to provide practitioners with the most critical updates and planning ideas for individual clients this year.  Topics include the loss limitation rules, state and local taxes, Opportunity Zones, depreciation, entertainment expenses, and much more.  Extensive coverage is also provided on Section 199A, the TCJA provision that continues to trouble practitioners more than any other.

If you need the latest information to advise your individual clients, you can't afford to miss this course!

Objectives

When you complete this course, you will be able to:

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

Major Topics

Topics of discussion will include:
  • New loss limitation rules applicable to NOLs and the ability to offset income
  • Revised home mortgage interest deduction
  • Treatment of state and local taxes
  • Monumental changes to the treatment of alimony for both payor and payee
  • New rules on entertainment expenses, including meals
  • Doubling of estate and gift tax exemption to $22.36M for a married couple
  • Comprehensive coverage of the emerging flagship item of tax reform, Section 199A and its alteration of pass-through taxation and planning
  • Relevant state domicile issues which are quickly becoming a new source of practitioner profit
  • 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
  • The latest issues related to any other late-breaking tax law changes

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

Qualifies for Enrolled Agent credit  
 
Qualifies for CFP credit
 
Classroom: PAVILION
 
This is a Value-Priced CPE seminar. Value-Priced CPE seminars are offered at a tremendous discount to you, yet provide the same great course, materials and instructors as our standard CPE seminars. Lunch for the Value-Priced seminars will not be included. We've selected facilities that offer convenient access to dining locations and have lengthened the lunch break to accommodate travel if necessary.
 
FICPA EZMaterials! Paper manuals will not be provided at this session, you’ll need to download the EZMaterials as searchable PDFs to your laptop, tablet or other device before the event.
 
For more information feel free to call the FICPA Member Service Center at 800-342-3197 or 850-224-2727.