Webinar

Surgent's Overview and Analysis of the New Tax Law: Part 1 -- Focus on Individual Taxation

If you have questions about this event, please call us at 952-831-2707.

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The passage of OBBBA represents the most consequential tax law since The Tax Cuts and Jobs Act (TCJA) in 2017. It is now up to accounting and finance practitioners to digest this new legislation so they can adequately advise their clients regarding its effect. This course includes detailed coverage of all the individual tax provisions contained in OBBBA. For coverage of all business tax provisions, please see Overview and Analysis of the New Tax Law: Part 2 – Focus on Business Taxation (25WS-2388).

Major subjects

• Taxation of overtime pay
• Treatment of income from tips
• New deduction for senior citizens
• Marginal tax rates, personal exemptions, itemized deductions, Child Tax Credit, alternative minimum tax, casualty losses, and other return items
• Moving expense exclusion
• Dependent care assistance program and child and dependent care tax credit
• Home mortgage interest deduction
• Deduction for new vehicle loan interest
• Non-itemizer tax deductions
• Trump accounts/pilot program
• Estate and gift tax changes
• Energy deductions and credits
• Education: expanded use of 529 plans; student loans
• Many, many other newly enacted individual tax provisions in the far-reaching legislation affecting nearly all taxpayers and their advisers

Learning objectives

• Be well informed about individual tax changes resulting from the enactment of the recent legislation

Who should take this program?

• Accounting and finance professionals who wish to be informed for their own knowledge or who will be advising clients regarding the individual tax changes brought about by the recent legislation

Pricing

Our records indicate you are a nonmember. If you register, you will be charged $199.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.