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Self-StudySELECT STARTING AT $155

Downloadable PDF

Credits: 12

Qualifies For: IRS

$175

Textbook

Credits: 12

Qualifies For:

$190

On-Demand Webcast

Credits: 8

Qualifies For: IRS

$155
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  • It was an awesome course. I have recommended it to a couple of CPA friends.

    - Edward R

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.

Best Individual Income Tax Update (BITU)

  • Customer Rating
  • Field of Study
    Taxes
  • Level
    Update
  • Credits
    8-12
  • Qualifies for

    IRS CFP CPE

Overview

This highly informative course responds to all of the latest tax law developments with a full update on changed requirements and a thorough discussion of the planning opportunities that you need to understand to help your clients respond effectively. You will come away from the course with the up-to-date knowledge you need 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.

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 and tax law changes
  • Retirement plans: what is new?
  • Social Security: where do we go from here?
  • Tax on net investment income: will it survive? What to do now.
  • Health care reform: where are we now? Where are we going?
  • 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
  • Practice aids, including inflation-adjusted amounts and some advance 2017 numbers, mileage rates, and more
  • Year-end tax planning ideas
  • Other late-breaking tax law changes, including post-election developments

Learning Objectives

  • Understand strategies and tactics to use in light of tax rates
  • Understand the most current guidance on retirement planning and Social Security
  • Understand how to nail down valuable deductions and other reductions to the tax base

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

Prerequisite:

Experience in individual tax planning

Advanced Preparation:

None

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  • Includes 1-, 2-, 3-, 4-, and 8-hour webinars, including Saturday and evening options

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