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Friday, October 23, 2020 Webcast

Surgent's Federal Tax Camp (E2010010)

9:00 AM - 4:30 PM EDT

Registration: 8:30 AM EDT

webcast

Webcast

8.0 CPE Credits in TX

OVERVIEW

The Tax Cuts and Jobs Act brought about the most far-reaching changes to the tax code in a generation. New tax rates, deductions for pass-through entities, new depreciation rules, changes to home mortgage interest deductions, modifications of NOL rules, and new alimony rules are only some of the issues on which practitioners need to get up-to-speed this year. In this course, tax advisors will be fully updated on the most important legislative and regulatory developments of the season as well as major trends and changes in the case law.

DESIGNED FOR

CPAs who need to know the latest tax law changes in all areas of practice

BENEFITS

  • Understand the latest tax law changes
  • Understand strategies and techniques for individuals to use in light of tax changes
  • Understand current cases and rulings affecting individuals and businesses

HIGHLIGHTS

  • The SECURE Act, including IRA and RMD changes
  • Section 461 loss limitation rules and the ability to offset income
  • Revised home mortgage interest deduction
  • Treatment of state and local taxes
  • Section 1031 like-kind exchanges
  • New bonus depreciation rules and expansion of §179
  • Expansion of taxpayers able to use the cash method of accounting
  • 30% business interest limitation
  • Rules on entertainment expenses, including meals
  • Doubling of estate and gift tax exemption for a married couple
  • Comprehensive coverage of the flagship item of tax reform, §199A, and its alteration of pass-through taxation and planning
  • Relevant state domicile issues which are quickly becoming a new source of practitioner profit
  • 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
  • The latest issues related to any other late-breaking tax law changes

COURSE LEVEL

Update

PREREQUISITES

Experience with individual and business clients

ADVANCE PREPARATION

None

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

$259.00 - Member

$359.00 - Non Member

Register Today


Note: Online pre-registration will close 24 hours prior to this event.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

Surgent

Qualifies For

  • CFP