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Surgent's Best Individual Income Tax Update (BITU)
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This highly informative course responds to the latest in tax law developments, including discussions of the planning opportunities available to your individual tax clients. This up-to-date knowledge will enable you to further discuss new developments and tax-saving ideas applicable to your clients and their growing needs in light of recent developments. This course has been updated for impacts of the Protecting Americans Against Tax Hikes (PATH) Act of 2015.

 Export to Your Calendar 11/14/2016
When: Monday, November 14, 2016
7:00 AM - 3:00 PM
Where: Webinar/Webcast
United States
Contact: April Deneault
801-466-8022


Online registration is available until: 11/14/2016
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Acronym BITU
CPE 8 hours
Category
Taxes
Level Update
Vendor Surgent
Who should attend

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

Prerequisite
Experience in individual tax planning
Fees: Early Bird
Standard
Member N/A
$239
Non-Member: N/A
$293

The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801.466.8022, Monday through Friday, 8am to 4pm.

Description 
This year's significant changes to the tax environment require sound planning in 2016 for individual clients to respond effectively. This highly informative course responds to the latest in tax law developments, including discussions of the planning opportunities available to your individual tax clients. This up-to-date knowledge will enable you to further discuss new developments and tax-saving ideas applicable to your clients and their growing needs in light of recent developments. This course has been updated for impacts of the Protecting Americans Against Tax Hikes (PATH) Act of 2015.

Major Topics

  • Complete coverage of all the latest IRS rulings and procedures affecting individuals in general, along with an up-to-date summary of the most important tax court decisions and tax law changes in this area
  • Impact of tax changes on individuals under tax reform
  • Retirement plans: what’s new?
  • Social Security: will there be reform?
  • Tax on net investment income: planning to avoid the pitfalls
  • Health care reform: what to do in 2016
  • The latest ideas dealing with the tax aspects of investments; dealing with all the issues of the passive activity rules
  • Identity theft: the latest issues and updates
  • Retirement planning strategies: qualified plans and IRAs, traditional and Roth; resolving issues of improper early or late distributions and rollovers
  • Practice aids, including 2016 inflation-adjusted amounts, mileage rates, and more
  • Year-end tax planning ideas
  • Other late-breaking tax law changes

Objectives

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

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