Surgent's Advanced Individual Income Tax Return Issues

Most accounting and financial professionals have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This course is designed to explore the tough tax issues for experienced practitioners and help them provide better planning strategies and results for their higher income clients.

Learning Objectives:

-Understand the basics of §199A 

-Understand how to properly report advanced transactions in financial instruments and investments 

-Understand the special problems and new issues for the current return 

-Identify the causes of alternative minimum tax liability and what can be done to reduce or eliminate it