BIT6
THE BEST INDIVIDUAL INCOME TAX UPDATE COURSE
BY SURGENT McCOY ("GET DONE EARLY" VERSION)

Start the tax season out strongly with this highly informative course that responds to the latest in tax law developments, including discussions of the planning opportunities available to your individual tax clients. This up-to-date knowledge will enable you to further discuss new developments and tax-saving ideas applicable to your clients and their growing needs.

Please note: This course consists of a 6-hour live seminar plus 2 hours of optional self-study.

Major topics include:

  • Practice aids, including 2007 inflation-adjusted amounts, mileage rates, and more
  • What's new in 2007, including proposed legislation: are taxes going up?
  • 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 in this area
  • Investment planning, including rental real estate
  • Planning the sale of assets, including primary and vacation homes
  • Impact of new and proposed legislation on individual tax planning
  • Educational tax incentives
  • How to avoid the growing AMT problem
  • Tax-planning techniques for high-income clients
  • How recent legislation affects individual clients
  • Retirement plans for 2007: Roth contribution programs and IRAs, §401(k) plans, Keogh plans, and SIMPLEs

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.

Level of knowledge: Update

Field of study: Taxes