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

Code: JSODBITU

Date Valid for one year from purchase date
Format Self-Study (On-Demand)
CPE credits CPE 8.0
Specialty
credits
8.0 IRS CE approved
Field(s)
of study
Taxes - Technical (8.0)
Fees
Standard member fee $155.00
checkmarkStandard nonmember fee $155.00

Members: Please log in to receive member fee.

Description

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.

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

  • 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

Learning objective(s)

  • 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

Notes:

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