Surgent's Individual Income Tax Update (BIT4)

  • Tuesday, March 27, 2018 – Tuesday, April 30, 2019

  • 4

With sweeping changes in the tax code now a reality, 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-savings ideas that will serve their ever-evolving needs.


  • 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


  • Tax reform changes affecting individual clients
  • 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 to combat the net investment income tax
  • A focus on tax planning opportunities, including year-end strategies
  • Practice aids, including inflation-adjusted amounts and some 2018 numbers, including mileage rates and more
  • Other late-breaking tax law changes   

Additional Information

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



Advanced Preparation



Experience in individual tax planning

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