Surgent's Individual Income Tax Update

Monday, June 30th 12:30pm - 4:00pm EDT

(Check-In 12:00pm EDT )

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**Online**

4.0 Credits

Member Price $169.00

Non-Member Price $234.00

Overview

*** Save 15% on this event when you use the code SPRING25 at checkout ***

This highly informative course will bring you up-to-speed on the latest in individual tax law developments and the corresponding or responsive planning opportunities available to your clients. You will come away from the course ready to educate your individual tax clients and implement tax-savings ideas that will serve their ever-evolving needs. Continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT betaken together with BFT4.

Highlights

Timely coverage of breaking tax legislation

Real Estate professional requirements

Review of pertinent cases and rulings affecting taxpayers

Sale of Passthrough Entity Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT)applies to these transactions

Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more

Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas

Prerequisites

Experience in individual tax planning

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

Objectives

Understand strategies and tactics to use in light of new legislation
Understand how to nail down valuable deductions and other reductions to the tax base