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The Best Individual Income Tax Update Course by Surgent (BITU)
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The President and Congress delivered a revolutionary tax reform plan in late 2017. With the most sweeping changes to the tax code in 30 years now here, this highly informative course responds to all of the latest tax law developments with a full update on changed requirements and a thorough discussion of the planning opportunities that you need to understand to help your clients respond effectively. You will come away from the course with the up-to-date knowledge you need to educate your individ

6/15/2018
When: 7:00 AM
Where: WEBINAR
SURGENT
BITU-2018-01-WEBNR-166-01
United States
Contact: April Deneault
8018346634


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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
$259
Non-Member: N/A
$322

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 
The President and Congress delivered a revolutionary tax reform plan in late 2017. With the most sweeping changes to the tax code in 30 years now here, this highly informative course responds to all of the latest tax law developments with a full update on changed requirements and a thorough discussion of the planning opportunities that you need to understand to help your clients respond effectively. You will come away from the course with the up-to-date knowledge you need to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs.

 

Major Topics

  • Complete coverage of tax reform changes impacting individual clients, including changes to home mortgage interest deductions, modifications of NOL rules, new alimony rules, and much more
  • Real estate professionals
  • Health care reform: where are we now? Where are we going?
  • The latest ideas dealing with the tax aspects of investments; issues regarding 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 inflation-adjusted amounts and 2018 numbers, with 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 new tax rates
  • Understand the most current guidance on retirement planning
  • Understand how to nail down valuable deductions and other reductions to the tax base

 

 

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