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

  • Format In-Firm Training
  • Credits 8
  • Level Update
  • Field of Study Taxes (8)

To Schedule In-Firm Training, please contact us:

salesinfo@surgent.com

Overview

This highly informative course responds to all of the latest tax law developments with a full update on changed requirements and a thorough discussion of the planning opportunities that you need to understand to help your clients respond effectively. You will come away from the course with the up-to-date knowledge you need to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs -- especially in a year of significant tax law change.

Major Topics

  • Complete coverage of all the latest IRS rulings and procedures affecting individuals in general, along with an up-to-date summary of the most important tax court decisions and tax law changes
  • Real estate professionals
  • Health care reform: where are we now? Where are we going?
  • The latest ideas dealing with the tax aspects of investments; issues regarding passive activity rules
  • Identity theft: the latest issues and updates
  • Retirement planning strategies: qualified plans and IRAs, traditional and Roth; resolving issues of improper early or late distributions and rollovers
  • Practice aids, including inflation-adjusted amounts and 2018 numbers, with mileage rates and more
  • Year-end tax planning ideas
  • Other late-breaking tax law changes, including Trump tax plan developments

Learning Objectives

  • Understand strategies and tactics to use in light of tax rates
  • Understand the most current guidance on retirement planning
  • Understand how to nail down valuable deductions and other reductions to the tax base

Who should take this course:


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

Update

Experience in individual tax planning

None

Yes

Yes

No

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