The Best Individual Income Tax Update Course by Surgent (Webinar)

Code: WSBITU34

Space is available, but online registration has closed. Please call 952-831-2707 to register.

Date Friday, January 24, 2020
Time 8:00 AM - 4:00 PM
Central Time
Location Online
CPE credits CPE 8.0
Specialty
credits
8.0 CFP
8.0 IRS CE approved
Field(s)
of study
Taxes - Technical (8.0)
Instructor Robert Lickwar, CPA
Surgent
Fees
Standard member fee $259.00
checkmarkStandard nonmember fee $259.00

Members: Please log in to receive member fee.

Description

This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving 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

  • New loss limitation rules applicable to NOLs and the ability to offset income
  • Revised home mortgage interest deduction
  • Treatment of state and local taxes
  • Monumental changes to the treatment of alimony for both payor and payee
  • New rules on entertainment expenses, including meals
  • Doubling of estate and gift tax exemption to $22.8M for a married couple
  • Comprehensive coverage of the emerging flagship item of tax reform, Section 199A and its alteration of pass-through taxation and planning
  • Relevant state domicile issues which are quickly becoming a new source of practitioner profit
  • Review of pertinent cases and rulings affecting taxpayers
  • Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more
  • The latest issues related to any 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 WSBITU34
Sponsor Surgent
NASBA ID#: 103212
Level Update
Format Group Internet Based
Prerequisites Prereq. Experience in individual tax planning
Advance
prep
None