Event Registration - North Dakota CPA Society
Surgent's Individual Income Tax Update
10/30/20241:00 PM - 4:30 PM CST
Location: Online
Event Description
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.
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:
• Timely coverage of breaking tax legislation
• Residency and domicile
• Selling a principal residence, including tax planning strategies
• Real Estate professional requirements
• New Form 1099-K reporting requirements
• Virtual currency, including recent developments regarding NFTs
• 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
Instructor: Arther Auerbach
Field of Study: Taxation (4)
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
Prerequisite: Experience in individual tax planning
Level: Update
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:
• Timely coverage of breaking tax legislation
• Residency and domicile
• Selling a principal residence, including tax planning strategies
• Real Estate professional requirements
• New Form 1099-K reporting requirements
• Virtual currency, including recent developments regarding NFTs
• 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
Instructor: Arther Auerbach
Field of Study: Taxation (4)
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
Prerequisite: Experience in individual tax planning
Level: Update
