24SS-0269: Surgent's Top Individual Tax Planning Strategies (Self-Study)
Valid for one year from purchase date
Self-study - On-Demand
2 CPE (2 technical) | 2 IRS CE
If the organization paying
for the purchase is exempt from sales tax, call us at 952-831-2707 to complete your purchase.
Add to cart
- Wednesday, June 5, 2024 - Webinar
- Tuesday, June 18, 2024 - Webinar
- Friday, July 5, 2024 - Webinar
- Tuesday, July 16, 2024 - Webinar
- Thursday, August 1, 2024 - Webinar
- Wednesday, August 21, 2024 - Webinar
The Inflation Reduction Act (IRA) and SECURE Act 2.0 both contained tax law changes that impact many individuals in 2023 and in later years. This program covers many of these changes as well as other tax topics that continue to impact individual income taxpayers.
Major subjects
-
Impact of higher interest rates on individual income taxpayers
-
Using a health savings account as a retirement account
-
Making use of net Section 1231 losses to offset ordinary income
-
When individuals can take casualty losses, including loss on a personal residence due to casualty
-
Avoiding or limiting gain on sale of a personal residence
-
Taking advantage of the mortgage interest deduction
-
Avoiding the individual alternative minimum tax
-
Business loss limitation provisions impacting individuals
-
Broker basis reporting of digital assets
-
New IRS guidance on transfer of clean vehicle credits
-
Residential clean energy credits
Learning objective(s)
-
Advise individual clients on tax changes and opportunities in 2023 and after
Who should take this program?
Tax practitioners who anticipate advising individual clients regarding tax planning opportunities for 2023 and later
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$89.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
Standard Member Fee |
$89.00
|
Standard Nonmember Fee |
$89.00
|
Area
of study
Taxation
Field(s)
of study
Taxes - Technical (2.0)
Level
Basic
Format
Self-study - On-Demand
Sponsor
NASBA ID#: 103212
Prerequisites
Prereq.
A basic understanding of the tax rules relating to individual income tax
Advance
prep
None
If the organization paying
for the purchase is exempt from sales tax, call us at 952-831-2707 to complete your purchase.
Add to cart
Not a member? Join the MNCPA
to start saving on CPE and accessing members-only benefits.
Search CPE catalog