The Best Individual Income Tax Update Course by Surgent WEBCAST

Wednesday, November 4 8:00am - 4:00pm PST

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8 Credits

Member Price $249.00

Non-Member Price $349.00

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.

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 tax reform, Schedule 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

Prerequisites

Experience in individual tax planning

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

Objectives

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

Preparation

None

Notice

This event features reduced virtual-event pricing. Find all events with virtual-event pricing here. For additional discounts, view our Value Programs

Leader(s):

Leaders

Pamela Davis-Vaughn

Pamela J. Davis-Vaughn is a general practitioner providing accounting, tax, and consulting services to clients across the United States from her office in Painted Post, New York. She has designed and taught undergraduate and graduate courses in state and local tax at Texas universities, including Baylor and Texas Tech, and has been a highly rated speaker at the Controller’s Roundtable, a sponsored event for controllers of automobile dealerships in Texas.

Pam holds a BS degree in Business and Accounting from the University of Kansas, an MBA from Wichita State University, and has completed post-graduate work in International Tax at New York University. She holds a license to practice in Kansas, Texas, and New York.

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Non-Member Price $349.00

Member Price $249.00