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Best Individual Income Tax Update (BITU10)

 
Date:Tuesday, December 18, 2018
Time:8:30am - 4:45pm
(Registration at 8:00am )
Facility:Stetson University College of Law, Tampa
CPE Credit:8.0 Technical Business
Instructor: Deborah Phillips
Vendor:Surgent McCoy
Course Level:Update
Early Bird Price:$205.00 FICPA Members, $330.00 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.


Objectives:
When you complete this course, you will be able to:
  • Understand strategies and tactics to use in light of tax rates
  • Understand the most current guidance on retirement planning
  • Understand how to nail down valuable deductions and other reductions to the tax base


Major Topics:
Topics of discussion will include:
  • 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
  • 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, including Trump tax plan 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


Note:
Qualifies for CFP and Enrolled Agent credit 
 
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.

FICPA 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.


Session/Options

If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: OPEN