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4 CPE

Surgent's Individual Income Tax Update

This is a text-based course

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4 CPE

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This is a text-based course. To receive credit, you are required to review all content and achieve a minimum score of 70% on the final exam.

 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.

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

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

CPE Credits Available

4 CPE
4
Taxes

Things to Know About This Course

Course Level

  • Update

Professional Area of Focus

  • Enrolled Agent - IRS Credit Eligible
  • Tax

Prerequisites

Experience in individual tax planning

Advanced Preparation

None

Intended Audience

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

Provider

Surgent CPE

Purchase This Course

  • COCPA Member

    $ 79 79
    Join

  • COCPA Non-Member

    $ 103 103
    Your Price

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