Minnesota Society of Certified Public Accountants

1650 West 82nd Street, Ste 600
Bloomington MN 55431
Ph: 952-831-2707 Fax: 952-831-7875
www.mncpa.org

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Webinar

The Best Individual Income Tax Update Course by Surgent

Tuesday, June 24, 2025
10:30 a.m.-6:30 p.m. Central
8 CPE (8 technical) | 8 CFP | 8 IRS CE

Course code: 25WS-0446
View pricing

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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. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.

Major subjects

Comprehensive coverage of the Inflation Reduction Act, including:
The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements
Comprehensive coverage of the SECURE 2.0 Act, including:
Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance
Timely coverage of breaking tax legislation
Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax
The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule
Real Estate professional requirements
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
Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas

Learning 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

Who should take this program?

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

Pricing

Standard Member Fee	$299.00
Standard Nonmember Fee	$299.00

Our records indicate you are a nonmember. If you register, you will be charged $299.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

Firm administrators: Please log in before starting the employee registration process.