The Best Individual Income Tax Update Course by SurgentBITU 23

Home / Event Details / 4252

 

The Best Individual Income Tax Update Course by Surgent

December 20th, 2023 - December 20th, 2023 @ 9:00am-4:30pm

Member Price $279
Non-Member Price $379
If you are a member, please login to activate member pricing.

Credits

8

Description

In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes.  Please Note: Due to content overlap, it is recommended that this course NOT be taken together with The best Federal Tax Update

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 Subjects

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 discuss

Prerequisites