Surgent's Individual Income Tax Update
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Virtual
4.00 Credits
Member Price $219.00
Non-Member Price $309.00
Overview
You could pay $0 for this course!
This highly informative course will bring you up-to-speed on the latest in individual tax law developments and the corresponding or responsive planning opportunities available to your clients. You will come away from the course ready to educate your individual tax clients and implement tax-savings ideas that will serve their ever-evolving needs. Continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFT4.
Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-3633. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.
Highlights
Comprehensive coverage of the One Big Beautiful Bill Act Timely coverage of breaking tax legislation Real Estate professional requirements Review of pertinent cases and rulings affecting taxpayers Sale of Passthrough Entity Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT) applies to these transactions Practice aids, including all the numbers applicable for the current year – inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
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 legislation Understand how to nail down valuable deductions and other reductions to the tax base
Leader(s):
Leader Bios
Deborah Phillips, Surgent McCoy CPE LLC
Deborah A. Phillips, MST, CPA, is the Technical Executive Assistant in the Pre-Filing Technical Guidance area of the LMSB Division of the Internal Revenue Service. Ms. Phillips began her career with the IRS more than 27 years ago and has extensive accounting and taxation knowledge of individual, corporate, and partnership federal tax returns. She was a Territory Manager in the Retail, Food and Pharmaceuticals Industry, a Team Manager in the Heavy Manufacturing Industry and the IRC Section 263A Technical Advisor. She taught graduate and undergraduate courses in accounting and taxation as an adjunct faculty member at Delaware State University, Wilmington College, and Goldey-Beacom College. She has been a seminar presenter for over 15 years as well as a respected instructor within the IRS. Ms. Phillips earned her master’s degree in taxation from Widener University.
Non-Member Price $309.00
Member Price $219.00