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Friday, December 17, 2021 Live Webcast

The Best Individual Income Tax Update Course by Surgent (E2112261)

9:00 AM - 4:30 PM EST

Registration: 8:30 AM EST

webcast

Vendor Platform

8.0 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. Continually updated for items regarding tax reform, including 2021 stimulus bill(s).

DESIGNED FOR

All tax practitioners who need the latest information on tax changes affecting their individual clients.

BENEFITS

  • Understand strategies and tactics to use in light of tax reform
  • Understand the most current guidance on retirement planning
  • Understand how to nail down valuable deductions and other reductions to the tax base

HIGHLIGHTS

  • The SECURE Act, including IRA and RMD changes
  • The CARES Act and FFCRA, including employer credits, SBA loans, and expanded leave programs
  • Treatment of state and local taxes
  • Virtual currency
  • Opportunity Zones
  • Education-related provisions
  • Depreciation changes
  • Rules on entertainment expenses, including meals
  • Doubling of estate and gift tax exemption for a married couple
  • Comprehensive coverage of the flagship item of tax reform, §199A and its alteration of pass-through taxation and planning
  • 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
  • The latest issues related to any other late-breaking tax law changes

COURSE LEVEL

Update

PREREQUISITES

Experience in individual tax planning.

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • This seminar qualifies for CFP credit.
  • This seminar qualifies for IRS credit.

INSTRUCTOR

Dennis Riley

Dennis P. Riley, CPA, M.B.A.

Dennis Riley, CPA

Dennis Riley has more than 35 years of experience in accounting, consulting, tax preparation, and government representation. He specializes in the tax and business needs of individuals, families, and entrepreneurial small businesses. He is a frequent lecturer on topics related to taxation and closely held businesses. He has received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. Riley's experience includes a range of services including negotiations with federal and state government tax authorities, offers in compromise, closing agreements, strategic business plans, litigation support, record reconstruction, business formation and dissolution, problem solving, and tax preparation. He has resolved multiple-year filing issues, organization issues, and business transition problems.

PRICING

$289.00 - Member

$439.00 - Nonmember

Register Today


Note: Online pre-registration will close on December 17 at 8:30 AM.

ADDITIONAL OPTIONS

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ALSO AVAILABLE

COURSE DEVELOPER

Surgent

AREAS OF INTEREST

Qualifies For

  • CFP