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Surgent's Individual Income Tax Update (BIT4)

Choose CPE Format:

Self-Study SELECT STARTING AT $79 (On Demand)

Downloadable PDF

Credits: 4

Qualifies For: IRS CPE

$79

Textbook

Credits: 4

Qualifies For: IRS CPE

$139
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Interested in bringing this course into your firm?

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Surgent's Individual Income Tax Update (BIT4)

  • Customer Rating
    (5)
  • Field of Study
    Taxes
  • Level
    Update
  • Credits
    4
  • Qualifies for

    IRS CPE

Overview

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.

Major Topics:

  • Timely coverage of breaking tax legislation
  • Form 1099-K reporting requirements
  • FinCEN reporting requirements under the Corporate Transparency Act in 2024
  • Employee Retention Tax Credit updates
  • 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 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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Qualifies for

CFP CFP® Board-approved CE for Certified Financial Planners


CMA IMA-approved CE for Certified Management Accountants

CPE NASBA-approved CPE for Certified Public Accountants


CTEC California Tax Education Council-approved CE

IRS IRS-approved CE for Enrolled Agents and the AFSP


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