June 22, 2020


In-Person


4 Total CPE Credits

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Surgent's Individual Income Tax Update

  • Instructor

    Pamela Davis-Vaughn

Learning Objectives

  • Understand strategies and tactics to use in light of tax reform
  • Understand how to nail down valuable deductions and other reductions to the tax base

Major Topics

  • Section 461 loss limitation rules and the ability to offset income
  • Revised home mortgage interest deduction
  • 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
  • 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

CPE Credits Available

4
Total CPE
4
Taxes

Things to Know About This Course

Course Level

  • Update

Professional Area of Focus

  • Tax

Prerequisites

Experience in individual tax planning

Advanced Preparation

None

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 McCoy CPE

This event has ended.