Kentucky Society of Certified Public Accountants

Overview

This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation.

Important Note: Due to content overlap, we strongly recommend that users take BFTU or BITU, but not both.

Prerequisites

Experience in individual tax planning

Objectives

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

Highlights

A new supplement discussing major provisions of The Build Back Better Act, as well as key provisions of the Infrastructure Investment and Jobs Act
The CARES Act and FFCRA, including expanded leave programs and offsetting employer credits
ARPA and Consolidated Appropriations Act of 2021 provisions related to PPP Forgiveness loans, RRF grants, FFCRA credits, and year-end tax extenders
Expanded child tax credit, child and dependent care credit, and earned income tax credit provisions under ARPA
Economic Impact Payments and the Recovery Rebate Credit
Donor Advised Funds
Detailed review of Loss Limitation Rules
Employee vs. Independent Contractor classification considerations
A comprehensive overview of Cryptocurrency, including important tax considerations
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

Register Now

Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:

SUS0072

12 CPE Credits

Tax: 12 Credits

Registration

Member Price:

$219

Non-member Price:

$269