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Monday, December 18, 2023 In-person / Live Webcast

The Best Individual Income Tax Update Course by Surgent (E2312531)

8:30 AM - 4:30 PM EST

Registration: 8:30 AM EST

NJCPA Learning Center

105 Eisenhower Parkway, Suite 300
Roseland , NJ 07068

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.

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 Effi

COURSE LEVEL

Update

PREREQUISITES

Experience in individual tax planning

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • Qualifies for CFP credit
  • Qualifies for IRS credit

INSTRUCTOR

Christopher Wills

Christopher T. Wills

Chris is a partner with MillerSearles LLC. He has been affiliated with the firm, as well as its predecessor, for over 20 years. Prior to that time, Mr. Wills had approximately 4 years of "Big 4" experience in a tax department with KPMG Peat Marwick. He graduated in 1989 from the University of Maryland with a Bachelor of Science degree, Magna Cum Laude. Mr. Wills' primary area of expertise includes individual and corporate tax planning and consulting. He is the tax partner in the firm who spends much of his time researching technical tax issues as well as reviewing business and individual tax returns. He has worked with numerous industries including warehousing and logistics, health care, and retail and wholesale sales.