- 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
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 tha this course NOT be takedn together
with BFTU.
Prerequisites:
Experience in individual tax planning
Advanced Preparation:
None
PRICING DETAILS
Register early to take advantage
of the best price! Please note, discounted pricing is already reflected in the
online price. No promo code is needed.
Through October 21: $299 MICPA Members
/ $449 Non-Members
October 22 - November 4: $319 MICPA Members / $469
Non-Members
November 5 - November 18: $339 MICPA Members / $489
Non-Members
- Comprehensive coverage of the One Big Beautiful Bill Act
- Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions
- Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool
- Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities
- Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection
- Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms
- The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status
- Timely coverage of breaking tax legislation
- 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
- Taxes
- John Kilroy
Member
Non-Member