The Best Individual Income Tax Update by Surgent - KN (BITU319)
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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.

 Export to Your Calendar 11/21/2019
When: November 21, 2019
8:30 AM until 4:30 PM
Where: LCPA - Training Facility
2400 Veterans Memorial Blvd
Suite 500
Kenner, Louisiana  70062
United States
Presenter: Debbie Phillips


Online registration is available until: 11/21/2019
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Acronym BITU319
CPE 8 hours
Vendor Surgent
Category
Taxation
Level Update
Yellow Book? No
Registration Early Bird Standard
Members* $315 $365
CPA Non-Members $415 $465
The Early Bird rate is good through 11/6.

*The member rate applies to LCPA members, other state CPA society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Texas CPAs: Our Texas State Board of Public Accountancy Sponsor number is #010423.

Course 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.

Objectives

  • Understand strategies and tactics to use in light of tax rates
  • Understand the most current guidance on retirement planning
  • Understand how to nail down valuable deductions and other reductions to the tax base

Major Topics

  • New loss limitation rules applicable to NOLs and the ability to offset income
  • Revised home mortgage interest deduction
  • Treatment of state and local taxes
  • Monumental changes to the treatment of alimony for both payor and payee
  • New rules on entertainment expenses, including meals
  • Doubling of estate and gift tax exemption to $22.36M for a married couple
  • Comprehensive coverage of the emerging flagship item of tax reform, Section 199A and its alteration of pass-through taxation and planning
  • Relevant state domicile issues which are quickly becoming a new source of practitioner profit
  • 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
  • The latest issues related to any other late-breaking tax law changes

Designed For: 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

Prerequisite: Experience in individual tax planning