Self-Study

Surgent's Individual Income Tax Update (BIT4)

  • Wednesday, January 29, 2020 – Friday, April 30, 2021

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  • 4
    CREDITS
    Taxes

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.

Objectives

  • Understand strategies and tactics to use in light of tax reform
  • 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
  • Section 163(j) 30% business interest limitation
  • Treatment of state and local taxes
  • Virtual currency
  • Opportunity Zones
  • Education-related provisions
  • Depreciation changes
  • Utilizing the ABLE program
  • Rules on entertainment expenses, including meals
  • Doubling of estate and gift tax exemption to $22.8M for a married couple
  • 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

Credits

4.00 Taxes

Prerequisite

Experience in individual tax planning

Course Number

2024089

Level of Knowledge

Update

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