Surgent's Top Individual Tax Planning Strategies
Available Anytime
Location:
Online
2Credits
Technical Business
Registration is Open
FICPA Members
Nonmembers
$119.00 Regular Price
Product Code: SU24-ITPS-SSWC
Level: Basic
Vendor: Surgent
Field of Study: Taxes
Overview:
The Inflation Reduction Act (IRA) and SECURE Act 2.0 both contained tax law changes that impact many individuals in 2023 and in later years. This program covers many of these changes as well as other tax topics that continue to impact individual income taxpayers.Objectives:
- Advise individual clients on tax changes and opportunities in 2023 and after
Major Topics:
- Impact of higher interest rates on individual income taxpayers
- Using a health savings account as a retirement account
- Making use of net Section 1231 losses to offset ordinary income
- When individuals can take casualty losses, including loss on a personal residence due to casualty
- Avoiding or limiting gain on sale of a personal residence
- Taking advantage of the mortgage interest deduction
- Avoiding the individual alternative minimum tax
- Business loss limitation provisions impacting individuals
- Broker basis reporting of digital assets
- New IRS guidance on transfer of clean vehicle credits
- Residential clean energy credits
Designed For:
Tax practitioners who anticipate advising individual clients regarding tax planning opportunities for 2023 and laterPrerequisite:
A basic understanding of the tax rules relating to individual income taxAdditional 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.