Surgent's Best Individual Income Tax Update (BITU)

Objectives:

* Understand strategies and tactics to use in light of tax rates * Understand the most current guidance on retirement planning and Social Security * 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 and tax law changes * Retirement plans: what is new? * Social Security: where do we go from here? * Tax on net investment income: will it survive? What to do now. * Health care reform: where are we now? Where are we going? * 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 * Practice aids, including inflation-adjusted amounts and some advance 2017 numbers, mileage rates, and more * Year-end tax planning ideas * Other late-breaking tax law changes, including post-election developments

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

Additional 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.