Overview

4.0 Credits
ONLINE

Get up-to-speed on the latest individual tax law developments and the corresponding or responsive planning opportunities available to your clients. Gain the knowledge to educate your tax clients and implement tax-saving ideas to serve their ever-evolving needs. The material is continually updated to reflect enacted legislation.

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
  • Real Estate professional requirements
  • Review of pertinent cases and rulings affecting taxpayers
  • Sale of Passthrough Entity Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT) applies to these transactions
  • 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

 

Prerequisite

Experience in individual tax planning

Sessions

Please select the appropriate session or option below to continue with your online purchase

Thursday, August 28, 2025

General Sessions
Add to Cart