The Best Individual Income Tax Update Course by Surgent

You Pay: $379.00
MSCPA Members save $100.00 on this course. Login or Join to take advantage of these savings.
This course is 8.00 credits
Instructor
David Peters
Facility Name
Four Points by Sheraton Wakefield
Facility Address
1 Audubon Rd
Wakefield, MA 01880-6226
Fields of Study
CFP, Finance, Tax
Course Level
Update
Vendor
Surgent McCoy CPE LLC

Instructor

David Peters

Registration Fees

MSCPA-AICPA Member
$279.00
MSCPA Member
$279.00
AICPA Member
$379.00
Non-Member
$379.00
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Monday, Nov 18, 2019
8:45am – 4:30pm

This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs.

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

Course Objectives

Learning Objectives:  Understand strategies and tactics to use in light of tax reform  Understand the most current guidance on retirement planning  Understand how to nail down valuable deductions and other reductions to the tax base

Major Subjects

Major Topics:  New loss limitation rules applicable to NOLs and the ability to offset income  Revised home mortgage interest deduction  Treatment of state and local taxes  Monumental changes to the treatment of alimony for both payor and payee  New rules on entertainment expenses, including meals  Doubling of estate and gift tax exemption to $22.36M for a married couple  Comprehensive coverage of the emerging flagship item of tax reform, Section 199A and its alteration of pass-through taxation and planning  Relevant state domicile issues which are quickly becoming a new source of practitioner profit  Review of pertinent cases and rulings affecting taxpayers  Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more  The latest issues related to any other late-breaking tax law changes

Prerequisites

Experience in individual tax planning

Registrants

+ $379.00

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