Surgent's Individual Income Tax Update Download
May 1st, 2023 - April 30th, 2024
| Member Price | $79.00 |
| Non-Member Price | $109.00 |
| If you are a member, please login to activate member pricing. | |
Credits
4Description
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 be taken together with BFT4.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
Major Subjects
- Comprehensive coverage of the Inflation Reduction Act of 2022
- Timely coverage of breaking tax legislation
- Donor Advised Funds
- Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations
- Residency and domicile
- Selling a principal residence, including tax planning strategies
- The SECURE Act 2022 Proposed Regulations
- Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
- Employee vs. Independent Contractor classification considerations - New DOL proposed rulemaking