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Surgent's Individual Income Tax Update (SVP4)

  • 06/23/2020
  • 12:30 PM - 4:00 PM
  • Live Webinar

Registration


Registration is closed

This highly informative course brings you up-to-speed on the latest in individual tax law developments and the corresponding or responsive planning opportunities available to your clients. Come away from the course ready to educate your individual tax clients and implement tax-savings ideas that serve their ever-evolving needs.

Learning Objectives:

  • Understand strategies and tactics to use in light of tax reform
  • Understand how to nail down valuable deductions and other reductions to the tax base

Major Topics:

  • The SECURE Act, including IRA and RMD changes
  • Section 461 loss limitation rules and the ability to offset income
  • Revised home mortgage interest deduction
  • Treatment of state and local taxes
  • Virtual currency
  • Opportunity Zones
  • Education-related provisions
  • Depreciation changes
  • Changes to the treatment of alimony for both payor and payee
  • Rules on entertainment expenses, including meals
  • Doubling of estate and gift tax exemption to $22.8M for a married couple
  • Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more
  • The latest issues related to any other late-breaking tax law changes

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

Level: Update

Instructor: John Sherrick

Developer: Surgent

Area of Study: 4 Taxes     

Prerequisite: Experience in individual tax planning


Visit Us:

3100 South Columbia Road
Suite 500
Grand Forks, ND 58201

Contact Us: 

 (701) 775-7111
or (877) 637-2727
Email: info@ndcpas.org

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