The Best Individual Income Tax Update Course By Surgent

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Online registration for this course is now closed. Please contact the Member Service Center at (850) 224-2727 or (800) 342-3197 if you wish to inquire about registering.

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8 Credits

This is a Value-Priced CPE seminar. Value-Priced CPE seminars are offered at a tremendous discount to you, yet provide the same great course, materials and instructors as our standard CPE seminars. Lunch for the Value-Priced seminars will not be included. We've selected facilities that offer convenient access to dining locations and have lengthened the lunch break to accommodate travel if necessary. Please click here for further information on Value-Priced CPE seminars.

This year's significant changes to the tax environment require sound planning in 2015 for individual clients to respond effectively. This highly informative course responds to the latest in tax law developments, including discussions of the planning opportunities available to your individual tax clients. This up-to-date knowledge will enable you to further discuss new developments and tax-saving ideas applicable to your clients and their growing needs in light of post-election developments.



Participants will be able to understand strategies and tactics to use in light of tax rates; understand the most current guidance on retirement planning and Social Security and understand how to nail down valuable deductions and other reductions to the tax base

Major Topics

  • Complete coverage of all the latest IRS rulings and procedures affecting individuals in general, along with an up-to-date summary of the most important tax court decisions and tax law changes in this area
  • Impact of tax changes on individuals under tax reform
  • Social Security: will there be reform? Planning strategies for benefits: when is the best time to start?
  • Tax on net investment income: planning to avoid the pitfalls
  • Health care reform: what to do in 2015
  • The latest ideas dealing with the tax aspects of investments; dealing with all the issues of the passive activity rules
  • IRS hot audit issues
  • 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 2015 inflation-adjusted amounts, mileage rates, and more
  • Year-end tax planning ideas
  • Other late-breaking tax law changes Learning Objectives:
  • Understand strategies and tactics to use in light of tax rates
  • Understand the most current guidance on retirement planning and Social Security
  • Understand how to nail down valuable deductions and other reductions to the tax base

    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


    Experience in individual tax planning


    Please select the appropriate session or option below to continue with your online purchase

    Wednesday, January 14, 2015

    Choose your event manual type (select only 1)

    Qualifies for CFP credit

    FICPA Seminar EZMaterials! Instead of picking up paper manuals at the event, you’ll be able to download the EZMaterials as searchable PDFs to your laptop, tablet or other device seven days before the event. For an additional fee you may choose to purchase a hardcopy of the seminar manuals. If requested during registration at least eight days prior to the course, your hardcopy will be available for pickup at the event. Click here for more information.