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Choose CPE Format:

Live Webinar SELECT STARTING AT $239

Credits: 8

Qualifies For: IRS CFP

$239

Upcoming webinars

December 06, 2016
09:00 am - 05:00 pm (EST)

Instructor(s): Jack Surgent, CPA

December 09, 2016
09:00 am - 05:00 pm (EST)

Instructor(s): Jack Surgent, CPA

December 17, 2016
09:00 am - 05:00 pm (EST)

Instructor(s): Jack Surgent, CPA

See More Upcoming Webinar Dates >

NO HASSLE REFUNDS & TRANSFERS
EASY CANCELLATIONS
Self-StudySELECT STARTING AT $155

Downloadable PDF

Credits: 12

Qualifies For: IRS

$175

Textbook

Credits: 12

Qualifies For: IRS

$190

On-Demand Webcast

Credits: 8

Qualifies For: IRS

$155
Get this course FREE with an Unlimited Package! Learn More
  • 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.

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: planning to avoid the pitfalls
  • Health care reform: what to do in 2016
  • 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 2016 inflation-adjusted amounts, mileage rates, and more
  • Year-end tax planning ideas
  • Full coverage of changes implemented by the PATH Act and responsive planning strategies
  • Other late-breaking tax law changes, including pre- and 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

Who should take this course:

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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Self-Study Library Package

  • Unlimited 24/7 access to 200+ downloadable self-study courses

  • Courses range from 2-20 credits

  • Provides online grading & CPE certificates by email

$499

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Unlimited Webinar Package

  • Unlimited access to all non-premium live CPE webinars

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

  • Access through 12/31/16

$649

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Unlimited Plus Package

  • Unlimited access to ALL live CPE webinars

  • Includes all premium courses and virtual conferences

  • Unlimited 24/7 access to all self-study courses

  • Includes all on-demand webcasts Access for a year from purchase date

  • Unlimited 24/7 access to all self-study courses

$849

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  • CPE Continuing Professional Education for CPAs

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  • CFP Accepted by the CFP® Board

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