BITU
THE BEST INDIVIDUAL INCOME TAX UPDATE COURSE
BY SURGENT McCOY

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.

Major topics include:

  • What's new in 2007, including proposed legislation, and what you need to do to prepare for potential big tax changes in light of the 2008 presidential election
  • AMT proposals and extender law provisions that need to pass before year-end
  • Complete coverage of The Small Business and Work Opportunity Tax Act of 2007
  • New important strategies for reducing taxes in light of major Kiddie tax changes coming in 2008
  • Practice aids, including 2007 inflation-adjusted amounts, mileage rates, and more
  • 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

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Surgent McCoy CPE, LLC
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