Self-Study

2020 Tax Update Download

  • Saturday, May 1, 2021 – Saturday, April 30, 2022

  • 3.00
    CREDITS
    Taxes

Both businesses and individual clients face major changes as a result of tax reform, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest cases and rulings applicable to individual and business clients.

Objectives

  • Understand strategies and techniques to use after tax reform
  • Understand the latest developments regarding retirement plans
  • Understand current cases and rulings affecting your clients

Highlights

  • The SECURE Act, including IRA and RMD changes
  • Continuing coverage of tax reform implications related to both individuals and businesses
  • How the Code affects tax planning for individuals and businesses
  • Retirement plans and IRAs
  • Review of pertinent cases and rulings regarding exclusions, character issues, retirement planning, travel and other items affecting your individual taxpayers
  • Practice aids, including all the numbers applicable for the current year - inflation-adjusted amounts, mileage rates, retirement contributions, and more
  • Other late-breaking tax law changes

Additional Information

Designed For

- Any tax practitioner who wishes to understand the latest tax changes relating to individual taxpayers
- Any tax practitioner who will be preparing 2020 income tax returns

Vendor

Surgent

Advanced Preparation

None

Credits

3.00 Taxes

Prerequisite

None

Course Number

2125103

Level of Knowledge

Update

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