Self-Study

The Best Individual Income Tax Update Course by Surgent (BITU)

  • Wednesday, May 1, 2019 – Thursday, April 30, 2020

  • 12
    CREDITS
    Taxes

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.

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

Highlights

  • Section 461 loss limitation rules and the ability to offset income
  • Revised home mortgage interest deduction
  • Treatment of state and local taxes
  • Virtual currency
  • Opportunity Zones
  • Education-related provisions
  • Depreciation changes
  • Rules on entertainment expenses, including meals
  • Doubling of estate and gift tax exemption to $22.8M for a married couple
  • Comprehensive coverage of the flagship item of tax reform, §199A and its alteration of pass-through taxation and planning
  • 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

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

Vendor

Surgent

Advanced Preparation

None

Prerequisite

Experience in individual tax planning

Field of Study

Taxes

Course Number

1925399

Level of Knowledge

Update

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