Vermont Society of Certified Public Accountants
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Surgent's Individual Income Tax Update - Download

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Member Price: $79.00
Non-Member Price: $139.00

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Developer:
SURGENT MCCOY SELF-STUDY CPE, LLC
CPE Credits:
Taxes: 4.00
Fields of Study:
Taxes
Level:
Update
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.

Objective

  • 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

Highlights

  • Timely coverage of breaking tax legislation
  • Residency and domicile
  • Selling a principal residence, including tax planning strategies
  • Real Estate professional requirements
  • New Form 1099-K reporting requirements
  • Virtual currency, including recent developments regarding NFTs, new Form 1099-DA, and recently released proposed regulations regarding new IIJA broker reporting requirements
  • 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

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
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