Surgent's Individual Income Tax Update
Valid for one year from purchase date
Self-study - Downloadable PDF
4 CPE (4 technical) | 4 IRS CE
Course code: 25SS-0265
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If your organization is exempt
from sales tax, call us at 952-831-2707 to complete your purchase.
Add to cart
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. Continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with Surgent's Federal Tax Update.
Major subjects
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Timely coverage of breaking tax legislation
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Form 1099-K reporting requirements
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FinCEN reporting requirements under the Corporate Transparency Act in 2024, including recently updated FAQs
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Donor Advised Funds - IRS Proposed Regulations and Tax Planning
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Recent Employee Retention Tax Credit updates, including the limited-time reopening of the Voluntary Disclosure Program
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New Form 1099-DA
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Review of pertinent cases and rulings affecting taxpayers
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Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more
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Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Learning objectives
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Understand strategies and tactics to use in light of new legislation
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Understand how to nail down valuable deductions and other reductions to the tax base
Who should take this program?
- 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
Pricing
|
Standard Member Fee |
$79.00
|
 Standard Nonmember Fee |
$79.00
|
Our records indicate
you are a
nonmember.
If you register, you will be charged
$79.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
If your organization is exempt
from sales tax, call us at 952-831-2707 to complete your purchase.
Add to cart
Area
of study
Taxation
Field(s)
of study
Taxes - Technical (4.0)
Level
Update
Format
Self-study - Downloadable PDF
Sponsor
NASBA ID#: 103212
Prerequisites
Prereq.
Experience in individual tax planning
Advance
prep
None
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