The Best Individual Income Tax Update Course by Surgent (BITU) [NON-CPE]

Overview

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.

Major Topics:

  • The CARES Act and FFCRA, including expanded leave programs and offsetting employer credits
  • ARPA and Consolidated Appropriations Act of 2021 provisions related to PPP Forgiveness loans, RRF grants, ERTC, FFCRA credits, and year-end tax extenders
  • Expanded child tax credit, child and dependent care credit, and earned income tax credit provisions under ARPA
  • Economic Impact Payments and the Recovery Rebate Credit
  • Donor Advised Funds
  • Detailed review of Loss Limitation Rules
  • Employee vs. Independent Contractor classification considerations
  • A comprehensive overview of Cryptocurrency, including important tax considerations
  • 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
  • The latest issues related to any other late-breaking tax law changes

Learning Objectives

  • Understand strategies and tactics to use in light of new legislation
  • Understand the most current guidance on retirement planning
  • Understand how to nail down valuable deductions and other reductions to the tax base

 

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

Prerequisite:

Experience in individual tax planning

Advanced Preparation:

None

Contact Allen Kinkle for login details [akinkle@ksdt-cpa.com]

 

Date

Oct 29 2021
Expired!

Time

9:00 am - 5:00 pm

Labels

Tax

Location

Surgent CPE Webinars
Category
Surgent CPE Webinars

Organizer

Surgent CPE Webinars
Email
akinkle@ksdt-cpa.com
Website
http://www.surgentcpe.com