View Catalog
The Best Individual Income Tax Update Course by Surgent
ID: 58533
Friday January 12, 2024 8:30AM - 4:30PM
Topics:
Tax
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.
Major Topics
- Comprehensive coverage of the Inflation Reduction Act of 2022 and the SECURE 2.0 Act of 2022
- Timely coverage of breaking tax legislation
- Schedules K-2 and K-3 reporting requirements and transiional filing relief
- Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations
- Donor Advised Funds
- Residency and Domicile
- Selling a principal residence, including tax planning strategies
- Real Estate professional requirements
- An overview of virtual currency, including recent developments
- The Independent Contractor vs. Employee Conundrum continues
- State of the IRS
- 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
Learning 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
Agenda
12Jan
The Best Individual Income Tax Update Course by Surgent
CPE: 8 TX
Agenda
12Jan
The Best Individual Income Tax Update Course by Surgent
CPE: 8 TX 8:30 AM - 4:30 PMSpeaker: Don Cochran
Agenda
12Jan
The Best Individual Income Tax Update Course by Surgent
CPE: 8 TX 8:30 AM - 4:30 PMSpeaker: Don Cochran
Speakers
Don Cochran
The Best Individual Income Tax Update Course by Surgent
Updated 11.27.19 - MW
Bachelor of Science in General Science, from the University of Iowa, Iowa City, Iowa. Juris Doctorate from the University of Iowa College of Law. Licensed attorney in Minnesota and Iowa. Certified Public Accountant. Attained designation as Certified Financial Planner® and Certified Retirement Consultant®. Passed Series 7 and 66 investment and Minnesota insurance licenses. Currently in solo practice of law in Apple Valley, Minnesota, focusing on tax, estate planning, and small business organization and management. CPA with the Small and Emerging Business practice of then Big 8 accounting firm, Touche Ross, in Bloomington, Minnesota. Served as Vice President of Tax and CFO with various privately and publicly held companies. Served as advanced sales consultant with Securian Financial, Nationwide Financial, and Pacific Life Insurance Company’s Annuity and Mutual Fund division, providing advanced planning support for financial advisors on topics of financial and estate planning for small to medium size businesses and wealthy individuals. More than a decade as instructor for financial professionals and accountants on topics related to current financial planning, preparing for and living through retirement, asset transfer, and tax issues for individuals and closely-held businesses. Regular past participant in Bisk Education’s nationally syndicated “CPE Network” video tax updates, updates for Bisk and Thomson Reuters tax and estate planning continuing education manuals. and a featured speaker at tax conferences.