The Best Individual Income Tax Update Course by Surgent (BITU)
Available Anytime
Location:
Online
8Credits
Technical Business
Registration is Open
FICPA Members
Nonmembers
$215.00 Regular Price
Product Code: SU18-BITU-SSWC
Level: Update
Vendor: Surgent
Field of Study: Taxes
Overview:
With the most sweeping changes to the tax code in 30 years now here, 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. Included is full coverage of all tax implications with a view toward planning.Objectives:
- 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:
- Complete coverage of all the latest IRS rulings and procedures affecting individuals in general, along with an up-to-date summary of the most important tax court decisions
- Tax reform implications for individual clients
- Deduction of home mortgage interest
- Modification of NOL Rules
- New alimony rules
- Retirement plans: what is new?
- Tax on net investment income:
- The latest ideas dealing with the tax aspects of investments; dealing with all the issues of the passive activity rules
- Identity theft: the latest issues and updates
- Retirement planning strategies: qualified plans and IRAs, traditional and Roth; resolving issues of improper early or late distributions and rollovers
- Domicile issues for your clients moving to Florida and other income tax friendly states
- Practice aids, including inflation-adjusted amounts and 2017 numbers, including mileage rates and more
- Year-end tax planning ideas
- 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 clientsPrerequisite:
Experience in individual tax planningAdditional Info:
You will receive an email from info@surgent.com with instructions on how to log onto your course shortly. If you do not receive the email within the hour, please check your spam filter.
For technical support, registration questions or other customer service-related inquiries, please call (800) 778-7436 or email info@surgent.com. Phones are staffed from 8:30 a.m. to 5:00 p.m. Eastern Time, Monday through Thursday, and 8:30 a.m. to 4:00 p.m. Eastern Time on Friday.