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Thursday, November 30, 2023 Live Webcast

Surgent's Individual Income Tax Update (E2311282)

9:00 AM - 12:30 PM EST

Registration: 8:30 AM EST

webcast

Vendor Platform

4.0 CPE Credits in TX

OVERVIEW

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.

This course features a live instructor and has been specifically designed for the NJCPA.

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

BENEFITS

  • 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
  • Donor Advised Funds
  • Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations
  • Residency and domicile
  • Selling a principal residence, including tax planning strategies
  • The SECURE Act 2022 Proposed Regulations
  • Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
  • Employee versus Independent Contractor classification considerations

COURSE LEVEL

Update

PREREQUISITES

Experience in individual tax planning

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • Qualifies for IRS credit

INSTRUCTOR

Robert Henkels

Robert J. Henkels, CPA

Surgent & Associates

Robert J. Henkels, CPA, is the president of Professional Tax & Accounting Seminars, Inc. He is also a shareholder in a CPA firm with a diverse client base and has been a highly rated discussion leader for the past 33 years for various organizations. Mr. Henkels has 39 years of practical public accounting experience with national, regional, and local CPA firms. Mr. Henkels served as an adjunct professor at Wheeling Jesuit University in the M.B.A. program, La Roche University, Duquesne University, University of Maryland, and Montgomery College. He also served as an assistant professor at the Indiana University of Pennsylvania for three years. He has also authored various continuing professional education courses and written numerous articles for newspapers and magazines. He earned his bachelor’s degree in accountancy from the University of Maryland, master’s degree in educational administration from Northern Illinois University and a bachelor’s degree in education with a math/psychology concentration from Northern Illinois University. He is an active member of the AICPA and the PICPA.

PRICING

$189.00 - Member

$264.00 - Nonmember

Register Today


Note: Online pre-registration will close on November 30 at 8:30 AM.

ADDITIONAL OPTIONS

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ALSO AVAILABLE

COURSE DEVELOPER

Surgent