The Best Individual Income Tax Update Course by Surgent Webcast

Nov 21
8:00 - 4:00 p.m.

Online

2-Tax; 2-Tax; 2-Tax; 2-Tax
CPE Credits

This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation.
Highlights

• Timely coverage of breaking tax legislation
• Foreign Tax Credit considerations
• Schedules K-2 and K-3 reporting requirements and transiional filing relief
• Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations
• Donor Advised Funds
• Residency and Domicile
• Selling a principal residence, including tax planning strategies
• A comprehensive overview of virtual currency, including important tax considerations in light of increased IRS scrutiny
• The SECURE Act 2022 Proposed Regulations
• Real Estate professional requirements
• The Independent Contractor vs. Employee Conundrum continues - Department of Labor Final Rule reinstated
• State of the IRS - plans to reduce the backlog of returns due to COVID-19
• 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

Registration

PICPA Member: $259
Nonmember: $359

More Information

Course No. 581507

Level: Update

Prerequisites: Experience in individual tax planning

Notes
Accepted for CFP and IRS credits.

Speaker(s)

Michael Reilly

Michael E. Reilly