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Surgent's Individual Income Tax Update (BIT4)

  • Format Self-Study Download
  • Credits 4.00
  • Level Update
  • Field of Study Taxes (4)

Overview

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. Continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFT4.



Major Topics:

  • Timely coverage of breaking tax legislation
  • Form 1099-K reporting requirements
  • FinCEN reporting requirements under the Corporate Transparency Act in 2024, including recently updated FAQs
  • Donor Advised Funds - IRS Proposed Regulations and Tax Planning
  • Recent Employee Retention Tax Credit updates, including the limited-time reopening of the Voluntary Disclosure Program
  • New Form 1099-DA
  • 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
  • Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas

Learning Objectives:

  • Understand strategies and tactics to use in light of new legislation
  • Understand how to nail down valuable deductions and other reductions to the tax base

Who should take this course:

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

Experience in individual tax planning

None

Yes

No

No

QAS Approval Surgent
IRS Approval Surgent
CFP Approval Surgent
CTEC Approval Surgent
CPE Webinars
CPE Webinars

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