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Best Individual Income Tax Update Course (BITU)

  • Format Live Seminar
  • Credits 8
  • Level Update
  • Field of Study Taxes (8)

To register for a live seminar, visit the sponsoring state society’s website.

See Locations for this Course

Overview

The President and Congress delivered a revolutionary tax reform plan, passed on Dec. 22, 2017. With the most sweeping changes to the tax code in 30 years now here, 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. Included is full coverage of all tax implications with a view toward planning.

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 
  • Update on tax reform passed on Dec. 22, 2017
  • Deduction of home mortgage interest
  • Modification of NOL Rules
  • New alimony rules
  • Retirement plans: what is new?
  • Tax on net investment income:
  • The latest ideas dealing with the tax aspects of investments; dealing with all the issues of the 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
  • Domicile issues for your clients moving to Florida and other income tax friendly states
  • Hurricanes Harvey, Irma, and Maria relief by way of extensions and hardship distributions/loans
  • Practice aids, including inflation-adjusted amounts and 2017 numbers, including mileage rates and more
  • Year-end tax planning ideas
  • Other late-breaking tax law changes

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

Experience in individual tax planning

None

Yes

Yes

No

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