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Surgent's Advanced Individual Income Tax Return Issues

 Various
 
8.0
Registration is Open
Member Price
$279.00 Regular Registration
Your Price
$293.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Wed, 10/29/2025 from 9:00 am to 5:00 pm
 Mon, 12/01/2025 from 10:00 am to 6:00 pm
 Wed, 12/24/2025 from 9:00 am to 5:00 pm
 Tue, 01/06/2026 from 9:00 am to 5:00 pm
 Thu, 01/15/2026 from 9:00 am to 5:00 pm
 Currently available
 Currently available
Designed For:

Experienced Accounting and Financial Professionals who want and need an in-depth knowledge of the most difficult individual-income-tax-return issues

Prerequisite:

Extensive experience in preparation of individual income tax returns

Most accounting and financial professionals have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This course is designed to explore the tough tax issues for experienced practitioners and help them provide better planning strategies and results for their higher income clients.

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Advanced

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

Objectives

  • Understand the basics of ยง199A
  • Understand how to properly report advanced transactions in financial instruments and investments
  • Understand the special problems and new issues for the current return
  • Identify the causes of alternative minimum tax liability and what can be done to reduce or eliminate it

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.