The Best Individual Income Tax Update Course by Surgent
Monday, June 12, 2023
Webcast or Webinar, Online
9:00 AM - 5:00 PM (opens at 8:30 AM) EST
8Credits
Technical Business
Registration is 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.
Members
$299.00 Regular Price
Non-Members
$419.00 Regular Price
Course Type: Webcast
Course Code: 23/SUBITU2
Level: Update
Vendor: Surgent
Field of Study: Taxes
Overview:
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.Objectives:
- Understand strategies and tactics to use in light of new legislation
- Understand the most current guidance on retirement planning
- Understand how to nail down valuable deductions and other reductions to the tax base
Major Topics:
- Comprehensive coverage of the Inflation Reduction Act of 2022 and the SECURE 2.0 Act of 2022
- Timely coverage of breaking tax legislation
- Schedules K-2 and K-3 reporting requirements and transiional filing relief
- Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations
- Donor Advised Funds
- Residency and Domicile
- Selling a principal residence, including tax planning strategies
- Real Estate professional requirements
- An overview of virtual currency, including recent developments
- The Independent Contractor vs. Employee Conundrum continues
- State of the IRS
- Review of pertinent cases and rulings affecting taxpayers
- 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
Major Topics:
- Comprehensive coverage of the Inflation Reduction Act of 2022 and the SECURE 2.0 Act of 2022
- Timely coverage of breaking tax legislation
- Schedules K-2 and K-3 reporting requirements and transiional filing relief
- Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations
- Donor Advised Funds
- Residency and Domicile
- Selling a principal residence, including tax planning strategies
- Real Estate professional requirements
- An overview of virtual currency, including recent developments
- The Independent Contractor vs. Employee Conundrum continues
- State of the IRS
- Review of pertinent cases and rulings affecting taxpayers
- 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