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.
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
- Form 1099-K reporting requirements
- FinCEN reporting requirements under the Corporate Transparency Act in 2024
- Employee Retention Tax Credit updates
- 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
COURSE LEVEL
Update
PREREQUISITES
Experience in individual tax planning
ADVANCE PREPARATION
Please Note: Due to content overlap, it is recommended that this course NOT be taken together with Surgent's Federal Tax Update.
ADDITIONAL NOTES