Surgent's Individual Income Tax Update - VIRTUAL LIVE

If you are a practitioner who wants the latest information on tax changes affecting your business clients or employers, then you should take this enlightening course. You will learn invaluable knowledge, strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. Continually updated to reflect enacted legislation.

December 1, 2025, 7:30 am - 11:30 am  |  Online  |  KSCPA

Members: $215.00, Non-members: $310.00

CPE Categories: Taxation (4 CPE)

Interest Areas: Taxation

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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. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFT4.

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
• Form 1099-K reporting requirements
• FinCEN reporting requirements under the Corporate Transparency Act 
• Employee Retention Tax Credit updates
• 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

Who Should Attend?

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

Prerequisites

Experience in individual tax planning

Delivery Details

This course is produced by Surgent; Big Marker. It will be delivered as a rebroadcast of a live event.