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

Saturday, November 24, 2018
09:00 AM - 05:00 PM (Eastern)

Bob Lickwar, CPA

  • Format Webinar
  • Credits 8
  • Level Update
  • Field of Study Taxes (Technical) (8)

$259.00


Overview

This highly informative course comprehensively covers all the latest tax law developments with a full update on tax reform. 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 -- especially in a year of significant tax law change. Important Note: Surgent does not recommend taking both this course and our Best Federal Tax Update (BFTU) course due to overlapping content.

Major Topics:

  • New loss limitation rules applicable to NOLs and the ability to offset income
  • Reformed child tax credit
  • Revised home mortgage interest deduction
  • Treatment of state and local taxes
  • Repeal of itemized deductions previously subject to 2% AGI floor
  • Survival of individual AMT with increased exemptions
  • Reduction to 7.5% floor for medical itemized deductions in 2017 and 2018 only
  • IRA recharacterization limits
  • Monumental changes to the treatment of alimony for both payor and payee
  • New rules on entertainment expenses, including meals
  • Doubling of estate and gift tax exemption to $22.36M for a married couple
  • Comprehensive coverage of the emerging flagship item of tax reform, section 199A and its alteration of pass-through taxation and planning
  • Relevant state domicile issues which are quickly becoming a new source of practitioner profit
  • 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
  • The latest issues related to any other late-breaking tax law changes

Learning Objectives

  • Understand strategies and tactics to use in light of tax reform
  • 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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