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2024 Mid-Year Individual Tax Update

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(Check-In 7:30am)

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DoubleTree by Hilton Billings

27 N 27th St
Billings, MT 59101

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4.00 Credits

Member Price $150.00

Price will increase by $25 after 5/16

Non-Member Price $200.00

Price will increase by $25 after 5/16

Overview

This course is essential for the tax practitioner who wants to update their knowledge of individual income taxation so that the practitioner can provide solid planning advice to their clients prior to year-end.  This course will provide a comprehensive review of Form 1040 issues for the current tax year.  Included will be a thorough review of all Internal Revenue Code changes made by year-to-date.  In addition, this course will instruct the participant as to where to expect potential changes to be made by the current administration.

Highlights

  • Major changes to legislation
  • Status issues
  • Divorce issues
  • Death of a taxpayer issues
  • Military issues
  • Income and deduction planning ideas
  • Non-resident and resident alien issues
  • Foreign related reporting issues
  • Cryptocurrency
  • Compensation and fringe benefits
  • Social Security issues
  • Capital gains
  • Deduction issues
  • Kiddie Tax
  • Various credits

Prerequisites

None

Designed For

CPAs, EAs, Attorneys, financial planners, insurance agents and bankers

Objectives

At the end of this course the participants will be able to:

  • To discuss major changes to the Internal Revenue Code created by legislation
  • To list ideas as to how to create and/or update their client's tax, financial, estate, and retirement plans due because of legislation

Non-Member Price $200.00

Member Price $150.00