Seminar

Virtual - Surgent's Individual Income Tax Update

  • Wednesday, May 26, 2021

    9:00am – 12:30pm
    (Registration: 8:40am)
  • 4
    CREDITS
    Taxes

Virtual classes allow us to bring the instructor LIVE to your electronic device.  During the course, you will be able to see the instructor and the presentation in real time and ask questions during the seminar. 

Virtual Class Agenda
8:40am - Online Registration Opens
9:00am - Class Begins
12:30pm -Class Ends
Please note: All breaks will be announced by the instructor at the start of class

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

  • The SECURE Act, including IRA and RMD changes
  • 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
  • Changes to the treatment of alimony for both payor and payee
  • 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

Instructor

Susan Smith

Course Number

21BIT4/V

Level of Knowledge

Update

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