June 9, 2022

In-Person

Hilton Garden Inn - Orange Beach
23092 Perdido Beach Blvd, Orange Beach, Baldwin County, Alabama 36561-3000

4 Total CPE Credits

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Surgent's Individual Income Tax Update

  • Instructor

    Michael Frost

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.

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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

  • The CARES Act and FFCRA, including expanded leave programs and offsetting employer credits
  • Select ARPA and Consolidated Appropriations Act of 2021 provisions
  • Expanded child tax credit, child and dependent care credit, and earned income tax credit provisions under ARPA
  • Economic Impact Payments and the Recovery Rebate Credit
  • Donor Advised Funds
  • Detailed review of Loss Limitation Rules
  • Employee vs. Independent Contractor classification considerations
  • The latest issues related to any other late-breaking tax law changes

CPE Credits Available

4
Total CPE
4
Taxes

Hilton Garden Inn - Orange Beach

23092 Perdido Beach Blvd, Orange Beach, Baldwin County, Alabama 36561-3000

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Things to Know About This Course

Course Level

  • Update

Intended Audience

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

Provider

SURGENT

This event has ended.