The Best Individual Income Tax Update Course Webinar

Jun 20
10:00 - 6:00 p.m.

Online

8-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. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.
Highlights
  • Comprehensive coverage of the Inflation Reduction Act of 2022 and the SECURE 2.0 Act of 2022
  • Timely coverage of breaking tax legislation
  • 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
  • Real Estate professional requirements
  • An overview of  virtual currency, including recent developments
  • The Independent Contractor vs. Employee Conundrum continues
  • State of the IRS
  • 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: $299
Nonmember: $409

More Information

Course No. BITU-2023-01-WEBNR-171-01 Level: Update

Prerequisites: Experience in individual tax planning

Notes
This webinar is hosted by PICPA's partner, Surgent CPE. After registering, you will receive an email from Surgent CPE with the log-in information.

Speaker(s)

Robert Lickwar