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Thursday, January 19, 2017 Live

Getting Ready for Busy Season: A Guide to New Forms, Filing Issues, and Other Critical Developments (E1701021)

8:30 AM - 4:30 PM EST

Registration: 8:00 AM EST

The Mansion on Main Street

3000 Main Street
Voorhees , NJ 08043

8 CPE Credits in TX

OVERVIEW

Getting ready for busy season involves not only knowing the new tax rules for the current year, but also understanding how the new rules apply to current-year returns. This course provides an up-to-date review of important tax form changes, new tax forms, key developments as they are reflected in the IRS forms, and IRS filing issues and deadlines that will be invaluable to attendees who prepare tax returns for individuals, partnerships, and LLCs.

DESIGNED FOR

Any tax practitioner preparing or reviewing individual and pass-through entity income tax returns for the current tax year.

BENEFITS

  • Identify new income tax returns and schedules for individual and pass-through entity clients
  • Understand which income tax returns and schedules have changed for individual and pass-through entities
  • Identify the legislative, administrative, and judicial developments that affect the income tax returns and schedules of individuals and pass-through entities

HIGHLIGHTS

  • A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on significant recent tax legislation
  • Hot, hidden, or miscellaneous developments affecting the upcoming tax season
  • The latest guidance on child credits, education credits, education incentives, and net capital gain and qualified dividend income rate reductions
  • Examination of troublesome areas and stumbling blocks in preparing Form 1040
  • Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season
  • Key new tax and practice developments and how they impact the current-year tax forms for individuals

COURSE LEVEL

Intermediate

PREREQUISITES

Basic familiarity with tax rules relating to individual and pass-through entity taxation for the current tax year.

ADVANCE PREPARATION

None

ADDITIONAL NOTES

NJCPA Goes Green - Registrants Save $20
Course materials will be distributed electronically and we're passing the savings along to you. All 8-hour seminar pricing has been reduced by $20. To access, visit your My Events page. Download to your laptop or tablet prior to your seminar. Handouts are added as received.

INSTRUCTOR

Susan Smith

Susan Smith, CPA

Surgent Professional Education

Susan Smith manages her own firm specializing in tax planning for individuals and business owners and is also a frequent speaker at tax conferences. Smith was a Senior Manager in the tax departments of Price Waterhouse and Peat Marwick (the predecessor of KPMG). While at Price Waterhouse, she also held the national specialist designation for the real estate and partnership tax practices. During her time at Peat Marwick, Smith led the real estate and tax practices locally. She was an associate adjunct professor at Widener University in the master's taxation program. Her ratings have consistently exceeded 4.7 on a scale of 5.0. Smith is a two-time recipient of the James L. McCoy Discussion Leader of the Year Award for excellence in teaching. And in 2015 and 2016, she received the Surgent Outstanding Discussion Leader Award because of her consistently high evaluations for knowledge and presentation skills. Smith earned her Bachelor of Business Administration degree with an accounting concentration, from the University of Toledo.

PRICING

$399.00 - Nonmember

$299.00 - Member

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

Surgent

AREAS OF INTEREST