The Best Individual Income Tax Update Course by Surgent McCoy
Get a thorough understanding of recent individual income tax updates, including new strategice and tactics in light of tax reform. Understand the most current guidance on retirement planning.Highlights
- Update on tax reform
- Deduction of home mortgage interest
- Modification of NOL rules
- New alimony rules
- Tax on net investment income
- Passive activity rules
- Domicile issues for clients moving to Florida and other income-tax-friendly states
- Planning strategies for traditional and Roth IRAs
- Year-end tax planning ideas
- SECURE Act, including IRA and RMD changes
- CARES Act and FFCRA, including employer credits, SBA loans, and expanded leave programs
Registration
PICPA Member: $285
Nonmember: $385
More Information
Course No. 581501 Level: Update
Prerequisites: Experience in individual tax planning
Notes
This program is designed for tax practitioners who need the latest information on tax changes affecting individual clients.
Accepted for CFP® and IRS credits.
Speaker(s)
Michael Reilly
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