VIRTUAL OPTION: The Best Individual Income Tax Update Course by Surgent


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.


Timely coverage of breaking tax legislation Foreign Tax Credit considerations Schedules K-2 and K-3 reporting requirements and transitional filing relief Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations Donor Advised Funds Residency and Domicile Selling a principal residence, including tax planning strategies A comprehensive overview of virtual currency, including important tax considerations in light of increased IRS scrutiny The SECURE Act 2022 Proposed Regulations Real Estate professional requirements The Independent Contractor vs. Employee Conundrum continues - Department of Labor Final Rule reinstated State of the IRS - plans to reduce the backlog of returns due to COVID-19 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


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

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


Edgar Gee

Edgar Gee is a local firm practitioner with over 50 years of professional experience. He works closely with small businesses in areas of tax planning, IRS representation, and litigation support services. A noted author, Mr. Gee has published articles in the Tax Advisor relating to the largest independent contractor case against the IRS in U.S. history. He testified before the U.S. House of Representatives Subcommittee on the Oversight of IRS Activities in 1996. He is co-author of PPC's Guide to Worker Classification. Winner of the Max Block Award by NYSSCPAs for Distinguished Article of the Year 2000, "Independent Contractor or Employee: How the Process Works Today," Mr. Gee speaks nationally to many professional organizations. He was past president of the Knoxville Chapter of the Tennessee Society of Certified Public Accountants. He was the recipient of the Discussion Leader of the Year award from the Tennessee Society of CPAs in 2001. He is noted in national bestseller "What the IRS Doesn't Want You to Know" regarding independent contractor issues.