Surgent's Individual Income Tax Update
Presenter
Arthur Auerbach,
Tax Consultant,
Asbury Law Firm
Overview
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.
Learning 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.
Major Topics:
- Timely coverage of breaking tax legislation
- Residency and domicile
- Selling a principal residence, including tax planning strategies
- Real Estate professional requirements
- New Form 1099-K reporting requirements
- Virtual currency, including recent developments regarding NFTs
- 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
