Surgent's Individual Income Tax Update (Self-Study)

Code: JSDLBIT4

Date Valid for one year from purchase date
Format Self-Study (Downloadable PDF)
CPE credits CPE 4.0
Specialty
credits
4.0 IRS CE approved
Field(s)
of study
Taxes - Technical (4.0)
Fees
Standard member fee $65.00
checkmarkStandard nonmember fee $65.00

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Description

With sweeping changes in the tax code now a reality, 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.

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

Major subjects

  • Tax reform changes affecting individual clients
  • 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 in this area
  • Tax strategies to combat the net investment income tax
  • A focus on tax planning opportunities, including year-end strategies
  • Practice aids, including inflation-adjusted amounts and some 2018 numbers, including mileage rates and more
  • Other late-breaking tax law changes :

Learning objective(s)

  • Understand strategies and tactics to use in light of tax reform
  • 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

Notes:

Course code Code JSDLBIT4
Sponsor Surgent
NASBA ID#: 103212
Level Update
Format Self-Study (Downloadable PDF)
Prerequisites Prereq. Experience in individual tax planning
Advance
prep
None