CPE Course Surgent's Individual Income Tax Update

November 1, 2021

9:00am — 12:45pm

Location

Member Price $129.50Register after October 11 and pay $139.50
Non-member Price $179.50Register after October 11 and pay $189.50

Curriculum Taxation

Field of Interest Taxation (General)

Level Update

Designed For

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

Objective

  • Understand strategies and tactics to use in light of tax reform
  • Understand how to nail down valuable deductions and other reductions to the tax base

 

Highlights

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.

  • The SECURE Act, including IRA and RMD changes
  • Section 461 loss limitation rules and the ability to offset income
  • Revised home mortgage interest deduction
  • Treatment of state and local taxes
  • Virtual currency
  • Opportunity Zones
  • Education-related provisions
  • Depreciation changes
  • Changes to the treatment of alimony for both payor and payee
  • Rules on entertainment expenses, including meals
  • Doubling of estate and gift tax exemption to $22.8M for a married couple
  • 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

Instructors

Sali Sheafor

With twenty years of accounting experience, Sali Sheafor works with clients all over the United States. She is currently licensed in Wisconsin, Minnesota, and Florida. Armed with an education from the University of Wisconsin system, she earned her certification and went on to create her own public accounting firm, TAP Consulting, LLC. She has enjoyed the opportunity to teach accounting to students in her area as well. While accounting and taxes are her first hobbies and she relishes the challenges of the ever-changing accounting world, she also enjoys snowmobiling, gardening, biking, and community service.close

Prerequisites

Experience in individual tax planning

Developer

Surgent McCoy CPE, LLC

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