Surgent's Top Individual Tax Planning Strategies - On-Demand Webcast

May 1st, 2024 - April 30th, 2025 @ -

Member Price	$89
Non-Member Price	$119
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Credits

Description

The Inflation Reduction Act (IRA) and SECURE Act 2.0 both contained tax law changes that impact many individuals in 2023 and in later years. This program covers many of these changes as well as other tax topics that continue to impact individual income taxpayers.

Objectives

Advise individual clients on tax changes and opportunities in 2023 and after

Major Subjects

Impact of higher interest rates on individual income taxpayers
Using a health savings account as a retirement account
Making use of net Section 1231 losses to offset ordinary income
When individuals can take casualty losses, including loss on a personal residence due to casualty
Avoiding or limiting gain on sale of a personal residence
Taking advantage of the mortgage interest deduction
Avoiding the individual alternative minimum tax
Business loss limitation provisions impacting individuals
Broker basis reporting of digital assets
New IRS guidance on transfer of clean vehicle credits
Residential clean energy credits

Prerequisites

A basic understanding of the tax rules relating to individual income tax