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Best Individual Income Tax Update Course (BITU10)

Date:Tuesday, December 19, 2017
Time:8:30am - 4:45pm
(Registration at 8:00am )
Facility:Miami Airport Marriott, Miami
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
Regular Price:$260.00 FICPA Members, $385.00 Non-Members on 11/19/2017


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 Value-Priced seminars will not be included. We have selected facilities which offer convenient access to dining locations and have lengthened the lunch break to accommodate travel if necessary. Click here for more information on Value-Priced CPE seminars.

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.

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
  • 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: planning to avoid the pitfalls
  • Health care reform: what to do in 2017
  • 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 2017 inflation-adjusted amounts, mileage rates, and more
  • Year-end tax planning ideas
  • Full coverage of changes implemented by the PATH Act and responsive planning strategies
  • Other late-breaking tax law changes, including pre and 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

Experience in individual tax planning


FICPA EZMaterials! As of April 1, 2017, the FICPA will be going completely green and paper manuals will no longer be available. You will be able to download the EZMaterials as searchable PDFs to your laptop, tablet or other device seven days before the event. Click here for more information.


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

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.