BIT4
INDIVIDUAL INCOME TAX UPDATE

This highly informative course responds to the latest in tax law developments, including discussions of the planning opportunities available to your individual tax clients. This up-to-date knowledge will enable you to further discuss new developments and tax-saving ideas applicable to your clients and their growing needs in light of post-election developments.

Major Topics:

• Impact of tax rate changes on individuals under tax reform
• Practice aids, including 2012 inflation-adjusted amounts, mileage rates, and more
• Complete coverage of all the (2012 when announced) latest IRS rulings and procedures affecting individuals in general, along with an up-to-date summary of the most important tax court decisions and tax law changes in this area
• Other late-breaking tax law changes

Learning Objectices:

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

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
Level of Knowledge: Update
Prerequisite: Experience in individual tax planning
Advanced Preparation: None
CFP: No
Yellow Book: No
New: Yes
Credits: 4
Field of Study: Taxes