Surgent's Individual Income Tax Update
4.00 Credits
Member Price $145
Non-Member Price $195
Overview
This course is offered in collaboration with multiple state societies and is hosted by the Indiana Society of CPAs.
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. Please Note: Due to content overlap, it is recommended that this course NOT be
taken together with BFT4.
Highlights
- Timely coverage of breaking tax legislation
- Form 1099-K reporting requirements
- FinCEN reporting requirements under the Corporate Transparency Act in 2024
- Employee Retention Tax Credit updates
- 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 latest information on tax changes affecting their individual clients
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
Preparation
None
Leader(s):
Leader Bios
Christopher Wills, Surgent McCoy CPE, LLC
Chris Wills, is a partner with MillerSearles LLC. He has been affiliated with the firm, as well as its predecessor, for over 20 years. Prior to that time, he had approximately 4 years of “Big 4” experience in a tax department with KPMG Peat Marwick. He graduated in 1989 from the University of Maryland with a Bachelor of Science degree, Magna Cum Laude. His primary area of expertise includes individual and corporate tax planning and consulting. He is the tax partner in the firm who spends much of his time researching technical tax issues as well as reviewing business and individual tax returns. He has worked with numerous industries including warehousing and logistics, health care, and retail and wholesale sales.
Non-Member Price $195
Member Price $145