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Monday, December 16, 2024 Live Webcast

The Best Individual Income Tax Update Course by Surgent (E2412291)

9:00 AM - 4:30 PM EST

Registration: 8:30 AM EST

webcast

Vendor Platform

8 CPE Credits in TX

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.

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 the most current guidance on retirement planning
  • Understand how to nail down valuable deductions and other reductions to the tax base

HIGHLIGHTS

  • Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements
  • Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans
  • Timely coverage of breaking tax legislation
  • Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax
  • The Gig Economy - Tax implications, Independent Contractor versus Employee Classification, and the 2024 DOL Final Rule
  • Real Estate professional 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
  • 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 The Best Federal Tax Update Course by Surgent.

ADDITIONAL NOTES

  • Qualifies for CFP credit
  • Qualifies for IRS credit

INSTRUCTOR

Brian Greenstein

Brian R. Greenstein, Ph.D.

Surgent Professional Education

Brian R. Greenstein, Ph.D., is an accounting professor at the Lerner College of Business and Economics at the University of Delaware. Previously he served as the Director of Graduate Tax Programs and Chair of the Department of Accounting and Taxation at Seton Hall University. Dr. Greenstein started his career with an international CPA firm and currently maintains an active consulting practice. Dr. Greenstein has presented hundreds of live seminars on various tax and financial planning topics for State CPA societies, private accounting firms, and the Internal Revenue Service. In 2015 and 2016, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. He has also written numerous articles appearing in national publications such as the Journal of Taxation, The Tax Advisor, the CPA Journal, the Journal of Corporate Taxation, Taxes -- The Tax Magazine, Taxation for Lawyers, and the Review of Taxation of Individuals. His research has been quoted by the Supreme Court of the United States in Indopco v. Commissioner, and he actively contributes to the regulatory standard-setting process.

PRICING

$299.00 - Member

$449.00 - Nonmember

Register Today


Note: Online pre-registration will close on December 16 at 8:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

Surgent

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