The Best Individual Income Tax Update Course by Surgent – Webcast
Overview
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual
taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively.
You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement
tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation.
Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.
NOTE: This course qualifies for IRS CE (PTIN) credit. To receive IRS CE credit, please email your PTIN to profdev@orcpa.org at the end of the course. Surgent will report credit at the end of each quarter.
If you have questions, you can contact Professional Development at 503-641-7200, ext. 3 or email profdev@orcpa.org.
Highlights
- Comprehensive coverage of the Inflation ReductionAct, including:
- The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified CommercialClean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, PremiumTax
- Credit, Elective Payment,Transferability, and Prevailing Wage andApprenticeship RequirementsComprehensive coverage of theSECURE 2.0Act, including:
- Expanding Enrollment in Retirement Plans, Increase inAge for Required Beginning Date for Mandator Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidanceTimely coverage of breaking tax legislation
- Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment IncomeTax
- The Gig Economy --Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOLFinalRule
- Real Estate professional requirements
- 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
- Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Prerequisites
Experience in individual tax planning
Designed For
All tax practitioners, both those working in public accounting as well as those in private industry, who need the latestinformation on tax changes affecting their individual clients
Objectives
- Understand strategies and tactics to use in light of new legislation
- Understand the most current guidance on retirement planning
- Understand how to nail down valuable deductions and other reductions to the tax base
Leader(s):
Leader Bios
Pamela Davis-Vaughn, Surgent CPE
Pamela (Pam) J. Davis-Vaughn, sometimes known as the Fabulous Tax Babe, loves providing accounting, tax, and consulting services to clients across the United States from her office in Dallas, Texas. Her experience as an entrepreneur covers organic farming in upstate New York, a direct mail and printing business in Dallas, and working in the oil fields in Kansas, Oklahoma, Arkansas, and Texas. She has also worked as a CFO in the Telecom industry, a tax and accounting manager for a large independent oil and gas company, and a CFO of a direct mail and printing company. Pam has taught CPE for several years as well as designed and taught multi-state tax classes for Division 1 schools in Texas. She has also authored books and articles on multi-state tax. She worked at KPMG in Multi-State Tax as well as the M&A Department and another regional public accounting firm in Dallas. She holds a BS degree in Business and Accounting from the University of Kansas and an MBA from Wichita State University. Pam has also completed post-graduate work in international tax at New York University. She holds a license to practice in Kansas, Texas, and New York.
Revised (11/21/23)
Non-Member Price $390.00
Member Price $315.00