Event Description

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.

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 the most current guidance on retirement planning Understand how to nail down valuable deductions and other reductions to the tax base

Major Subjects

Timely coverage of breaking tax legislation Donor Advised Funds Detailed review of Loss Limitation Rules Employee vs. Independent Contractor classification considerations A comprehensive overview of Cryptocurrency, including important tax considerations and the latest IRS guidance IRC §163(j) and §461(l) 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

Prerequisites

Experience in individual tax planning

Instructions

None