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Self-StudySELECT STARTING AT $65

Downloadable PDF

Credits: 4

Qualifies For: IRS

$65

Textbook

Credits: 4

Qualifies For: IRS

$80
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  • It was an awesome course. I have recommended it to a couple of CPA friends.

    - A Surgent Customer

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Individual Income Tax Update (BIT4)

  • Customer Rating
  • Field of Study
    Taxes
  • Level
    Update
  • Credits
    4
  • Qualifies for

    IRS CPE

Overview

This highly informative course will bring you up-to-speed on the latest in individual tax law developments and the corresponding or responsive planning opportunities available to your clients. You will come away from the course ready 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 in this area
  • Tax strategies for the net investment income tax, including planning for potential repeal
  • A focus on tax planning opportunities, including year-end strategies
  • Practice aids, including inflation-adjusted amounts and some advance 2017 numbers, mileage rates, and more
  • Other late-breaking tax law changes, including any post-election developments

Learning Objectives

  • Understand strategies and tactics to use in light of tax reform
  • 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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