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

Saturday, October 17, 2026
09:00 AM - 05:00 PM (Eastern)

Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

  • Format Webinar
  • Credits 8.00
  • Level Update
  • Field of Study Taxes (8)

$279.00

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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:

  • Individual provisions of the One Big Beautiful Bill Act (OBBBA), including but not limited to:
    • TCJA provisions made permanent, including lower marginal tax rates, expanded standard deduction, and the increased child tax credit
    • New Tip Income Deduction of up to $25,000 for individuals in customarily tipped ocupations, including Treasury Tipped Occupation Codes (TTOCs) and the code 000 disqualification trap
    • New Overtime Pay Deduction of up to $12,500 ($25,000 MFJ) for FLSA non-emempt employees on qualifying overtime pay
    • New Vehicle Loan Interest Deduction of up to $10,000 annually for interest on qualifying loans for new U.S.-assembled vehicles
    • New Temporary Senior Deduction of $6,000 for eligible taxpayers aged 65 and older ($12,000 for MFJ where both spouses qualify)
    • Expanded SALT Cap of up to $40,000 through tax year 2029
    • Trump Accounts, a new savings vehicle for minors, including new 2026 guidance on contribution rules, basis tracking, and the pilot program
  • Business provisions of the OBBBA, including but not limited to:
    • Permanent 100% bonus depreciation, including new Qualified Production Property (QPP) provisions
    • Increased §179 Expensing Limit
    • Changes to §174 domestic R&E Expenditures, including restoration of immediate expensing
    • Changes to §163(j) and withdrawal opportunities under Rev. Proc. 2026-17
    • Form 1099/1099-K changes, including increased reporting thresholds
    • Qualified Small Busines Stock (QSBS) Exclusion changes
  • New 2026 information returns and form changes, including a full walkthrough of:
    • Schedule 1-A (Form 1040): tracing the tip, overtime, vehicle interest, and senior deductions to their source
    • New Forms 1098-VLI (vehicle loan interest), 5498-TA (Trump Account contributions), and 1099-LPS (long-term care distributions)
    • Revised Forms W-2, 1099-NEC, 1099-MISC, and 1099-K 
  • Charitable giving after the OBBBA:
    • New 0.5% AGI floor on itemized charitable contributions, the statutory ordering rule, and carryforward mechanics
    • Interaction of the new limitation on the value of itemized deductions with the charitable floor
    • Bunching strategies and donor-advised funds as a continuing planning response
    • New charitable contribution deduction for non-itemizers
    • Qualified Charitable Distributions (QCDs) as a strategy unaffected by the new floor
    • Substantiation rules
  • Real Estate professional status requirements
  • Review of pertinent recent cases and rulings affecting taxpayers
  • Practice aids, including all the numbers applicable for the current year
  • 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

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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