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The Best Individual Income Tax Update Course by Surgent (BITU)

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Live Webinar SELECT STARTING AT $299 (13 dates)

Credits: 8

Qualifies For: IRS CPE CFP CTEC

Instructor(s): Bob Lickwar, CPA

$299

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Self-Study SELECT STARTING AT $199 (On Demand)

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Credits: 12

Qualifies For: IRS CPE

$219
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Credits: 12

Qualifies For: IRS CPE

$285
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Credits: 8

Qualifies For: IRS CPE

$199
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The host did a very good job of moving subjects along and spending time for the difficult areas.
Ronald
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The Best Individual Income Tax Update Course by Surgent (BITU)

  • Customer Rating
    ☆☆☆☆☆(175)
  • Field of Study
    Taxes
  • Level
    Update
  • Credits
    8-12
  • Qualifies for

    IRS CFP CPE CTEC

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.

Major Topics:

  • Comprehensive coverage of the Inflation Reduction Act, including:
    • The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, and Prevailing Wage and Apprenticeship Requirements
  • Comprehensive coverage of the SECURE 2.0 Act, including:
    • Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance
  • Timely coverage of breaking tax legislation
  • New Form 1099-K reporting requirements
  • Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax
  • Residency and Domicile
  • Selling a principal residence, including tax planning strategies
  • Real Estate professional requirements
  • Virtual currency, including recent developments regarding NFTs, new Form 1099-DA, and recently released proposed regulations regarding new IIJA broker reporting requirements
  • 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

Learning 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

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

Prerequisite:

Experience in individual tax planning

Advanced Preparation:

None

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.
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