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Best Individual Income Tax Update (BITU) (SUBITU33)

 
Date:Tuesday, February 6, 2018
Time:9:00 AM - 5:00 PM
(Registration at 8:30 AM)
Facility:Webcast or Webinar, Online
CPE Credit:8.0 Technical Business
Instructor: Tony Nitti
Vendor:Surgent McCoy
Course Level:Update
Early Bird Price:$239.00 FICPA Members, $359.00 Non-Members

Description:
This highly informative course responds to all of the latest tax law developments with a full update on changed requirements and a thorough discussion of the planning opportunities that you need to understand to help your clients respond effectively. You will come away from the course with the up-to-date knowledge you need to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs -- especially in a year of significant tax law change.

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


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
  • Retirement plans: what is new?
  • Social Security: where do we go from here?
  • Tax on net investment income: will it survive? What to do now.
  • Health care reform: where are we now? Where are we going?
  • The latest ideas dealing with the tax aspects of investments; dealing with all the issues of the 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 some advance 2017 numbers, including mileage rates and more
  • Year-end tax planning ideas
  • Other late-breaking tax law changes, including post-election developments


Who Should Attend:
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

Prerequisite:
Experience in individual tax planning

Advanced Preparation:
None

Session/Options

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Registration Status: OPEN