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Event 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 — especially after the tax reform 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


  • Understand strategies and tactics to use in light of tax reform
  • Understand how to nail down valuable deductions and other reductions to the tax base

Major Subjects

New loss limitation rules applicable to NOLs and the ability to offset income
Reformed child tax credit
Revised home mortgage interest deduction
Treatment of state and local taxes
Repeal of itemized deductions previously subject to 2% AGI floor
Survival of individual AMT with increased exemptions
Reduction to 7.5% floor for medical itemized deductions in 2017 and 2018 only
IRA recharacterization limits
Monumental changes to the treatment of alimony for both payor and payee
New rules on entertainment expenses, including meals
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
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


Experience in individual tax planning


When you purchase a Surgent CPE on-demand course, it must be taken by June 30, 2019, to receive credit.
Within 5 minutes after your purchase, you will receive an email from info@surgent.com that explains how to access your course and materials.
Once you complete a course, please allow up to 30 days to receive you certificate of completion.
If you have further questions, please email info@surgent.com or call 800.778-7436. Their help lines are staffed Monday-Friday from 8:30 am to 5 pm Eastern Time.