August 25, 2021


4 Total CPE Credits


Surgent's Individual Income Tax Update (BIT4)

  • Instructor

    Michael Frost

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

Total CPE

Things to Know About This Course

Course Level

  • Update

Professional Area of Focus

  • Tax


Experience in individual tax planning

Advanced Preparation


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



This event has ended.