CPE Course The Best Individual Income Tax Update Course by Surgent (BITU)

January 24, 2019

9:00 AM — 5:00 PM

Location Webinar

Member Price $259.00
Non-member Price $289.00

Curriculum Taxation

Field of Interest

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 new tax rates
  • Understand the most current guidance on retirement planning
  • Understand how to nail down valuable deductions and other reductions to the tax base

Highlights

  • Complete coverage of tax reform changes impacting individual clients, including changes to home mortgage interest deductions, modifications of NOL rules, new alimony rules, and much more
  • Real estate professionals
  • Health care reform: where are we now? Where are we going?
  • The latest ideas dealing with the tax aspects of investments; issues regarding 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
  • Practice aids, including inflation-adjusted amounts and 2018 numbers, with mileage rates and more
  • Year-end tax planning ideas
  • Other late-breaking tax law changes

    Instructors

    Prerequisites

    Experience in individual tax planning

    Developer

    Surgent McCoy CPE, LLC

    Back to Course List Add to Cart View Cart