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PRODID://NDCP//408971
BEGIN:VEVENT
DTSTAMP:20260506T041101
VTIMEZONE:America/Chicago
DTSTART:20251227T140000Z
DTEND:20251227T220000Z
UID:408971
SUMMARY:The Best Individual Income Tax Update Course by Surgent (BITU)
LOCATION:Webinar
DESCRIPTION:The Best Individual Income Tax Update Course by Surgent (BITU)\n\n12/27/25 08:00 AM CST\n - 12/27/25 04:00 PM CST\Description:\nThis 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.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
 Presenters:Dave Peters, CPA, CFP, CLU, CPCU, MST, MBAField of Study:Taxes (8)Major Topics:
 Comprehensive coverage of individual provisions of the One Big Beautiful Bill Act, including but not limited to:
 
 TCJA provisions made permanent
 New tip income deduction
 New overtime pay deduction
 New car loan interest deduction
 New temporary senior deduction
 Expanded SALT cap
 Trump Accounts
 
 
 Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to:
 
 Bonus depreciation made permanent
 Increased §179 deduction
 Changes to §174 R&E expenditures
 Changes to §163(j)
 Form 1099/1099-K changes
 Qualified Small Business Stock Exclusion
 
 
 Digital assets and tax implications – understand Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies and broker responsibilities
 Artificial intelligence – discover how AI and generative tools are transforming the tax profession
 Timely coverage of breaking tax legislation
 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, and employer reporting responsibilities
 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
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:The Best Individual Income Tax Update Course by Surgent (BITU)<br /><br />12/27/25 08:00 AM CST - 12/27/25 04:00 PM CST<br />Description:<br />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.<br><br><b>Objectives:</b><br><ul>
    <li>Understand strategies and tactics to use in light of new legislation</li>
    <li>Understand the most current guidance on retirement planning </li>
    <li>Understand how to nail down valuable deductions and other reductions to the tax base </li>
</ul><br><b>Presenters:</b><br>Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA<br><br><b>Field of Study:</b><br>Taxes (8)<br><br><b>Major Topics:</b><br><div>
<div>
<ul>
    <li>Comprehensive coverage of individual provisions of the One Big Beautiful Bill Act, including but not limited to:
    <ul>
        <li>TCJA provisions made permanent</li>
        <li>New tip income deduction</li>
        <li>New overtime pay deduction</li>
        <li>New car loan interest deduction</li>
        <li>New temporary senior deduction</li>
        <li>Expanded SALT cap</li>
        <li>Trump Accounts</li>
    </ul>
    </li>
    <li>Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to:<br />
    <ul>
        <li>Bonus depreciation made permanent</li>
        <li>Increased &sect;179 deduction</li>
        <li>Changes to &sect;174 R&amp;E expenditures</li>
        <li>Changes to &sect;163(j)</li>
        <li>Form 1099/1099-K changes</li>
        <li>Qualified Small Business Stock Exclusion</li>
    </ul>
    </li>
    <li>Digital assets and tax implications &ndash; understand Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies and broker responsibilities</li>
    <li>Artificial intelligence&nbsp;&ndash; discover how AI and generative tools are transforming the tax profession</li>
    <li>Timely coverage of breaking tax legislation</li>
    <li>Form 1099-K reporting requirements &ndash; understand the evolving IRS thresholds and rules for third-party payment platforms</li>
    <li>The Gig Economy &ndash; examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, and employer reporting responsibilities</li>
    <li>Real Estate professional requirements</li>
    <li>Review of pertinent cases and rulings affecting taxpayers</li>
    <li>Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more</li>
    <li>Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas</li>
</ul>
</div>
</div><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
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