Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
Overview:
Getting ready for busy season involves not only knowing what's new for the current year, but also understanding how the changing limits, phaseouts and other rules apply to current-year returns. With major legislation enacted over the past few years, the present course will constitute a one-stop "shop" that brings you the essential individual tax information. In addition, this course provides an up-to-date review of important tax form changes, new tax forms, new limitations, key developments as they are reflected in the IRS forms, and IRS filing issues and deadlines that will be invaluable to attendees who prepare tax returns during busy season.Objectives:
- Understand which income tax returns and schedules have changed for individuals and pass-through entities
- Identify the legislative, administrative, and judicial developments that affect the income tax returns and schedules of individuals and pass-through entities
Major Topics:
- Timely coverage of breaking tax legislation
- Comprehensive coverage of the Inflation Reduction Act of 2022 and SECURE Act 2.0
- A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation
- Hot developments affecting the upcoming tax season
- Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season
- Key new tax and practice developments and how they impact the current-year tax forms for individuals
Designed For:
Any tax practitioner preparing or reviewing individual income tax returns for the current tax yearPrerequisite:
Basic familiarity with tax rules relating to individual and pass-through entity taxation for the current tax yearAdditional Info:
You will receive an email from [email protected] with instructions on how to log onto your course shortly. If you do not receive the email within the hour, please check your spam filter.
For technical support, registration questions or other customer service-related inquiries, please call (800) 778-7436 or email [email protected]. Phones are staffed from 8:30 a.m. to 5:00 p.m. Eastern Time, Monday through Thursday, and 8:30 a.m. to 4:00 p.m. Eastern Time on Friday.