CPE Course Surgent's Getting Ready for Busy Season: A Guide to New Forms, Filing Issues, and Other Critical Developments (NFFI)

January 5, 2018

9:00 AM — 5:00 PM

Location Webinar

Member Price $219.00
Non-member Price $249.00

Curriculum Taxation

Field of Interest

Level Intermediate

Designed For

Any tax practitioner preparing or reviewing individual and pass-through entity income tax returns for the current tax year

8.00 credits

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Objective

  • Identify new income tax returns and schedules for individual and pass-through entity clients
  • Understand which income tax returns and schedules have changed for individual and pass-through entities
  • Identify the legislative, administrative, and judicial developments that affect the income tax returns and schedules of individuals and pass-through entities

Highlights

  • A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on significant recent tax legislation
  • Hot, hidden, or miscellaneous developments affecting the upcoming tax season
  • How the Affordable Care Act affects tax returns
  • Form 8960 Net Investment Income Tax – Methods to attempt to mitigate
  • The latest guidance on child credits, education credits, education incentives, and net capital gain and qualified dividend income rate reductions
  • Examination of troublesome areas and new stumbling blocks in preparing Form 1040, including a new look at passive activities in combination with NII
  • Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season
  • Key new tax and practice developments and how they impact the current-year tax forms for individuals

Instructors

Dennis P. Benvie MS, CPA

Prerequisites

Basic familiarity with tax rules relating to individual and pass-through entity taxation for the current tax year

Developer

Surgent McCoy CPE, LLC

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