CPE Course Surgent McCoy's Tax Camp

November 10, 2017

8:30am — 4:15pm

Location Bedford

Member Price $259.00Register after October 20 and pay $279.00
Non-member Price $359.00Register after October 20 and pay $379.00

Curriculum Taxation

Field of Interest Taxation (General)

Level Update

Designed For

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

8.00 credits

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Objective

The Protecting Americans Against Tax Hikes (PATH) Act of 2015 made some of the former so called 'tax extenders' permanent, further extended others, and changed the substance of several. In addition, 2015 saw major changes to Social Security file-and-suspend strategies, and the Affordable Care Act (ACA) tax compliance provisions continued to confound many employers. Both businesses and individual clients will be affected by all the tax changes that need extensive tax planning by the tax advisor. Not only will you be updated on the most important tax issues that require your attention, but this course will also review the major trends and changes in the case and regulatory law. Included is full coverage of all tax changes with a view toward planning. Updated for coverage of the NEW Department of Labor exemption classification and overtime requirements.

Learning Objectives:
• Understand strategies and techniques for individuals to use in light of tax changes
• Understand how the net investment income tax applies, and strategies and techniques that can mitigate it
• Understand current cases and rulings affecting individuals and businesses

Highlights

• Update on major tax law changes, including the Protecting Americans Against Tax Hikes (PATH) Act of 2015 and Social Security changes included in the Bipartisan Budget Act of 2015
• Review of IRS Priority projects to help you plan for the future tax landscape
• Developments in the tax on net investment income: planning to avoid the pitfalls
• Advanced practitioner issues
• Health care reform: how employers report and where individuals stand in 2017
• Review of pertinent cases and rulings regarding exclusions, character issues, retirement plans, travel and other items affecting your individual taxpayers
• Practice aids, including all the numbers applicable for 2017 -- inflation-adjusted amounts, mileage rates, retirement contributions, and more
• Recent developments with business entities, including C corporations, S corporations, partnerships, and limited liability companies
• The latest issues related to passive activities, substantiation and any other late-breaking tax law changes

Instructors

Ms. Susan Smith CPA, CPA

Susan Smith, CPA, manages her own firm specializing in tax planning for individuals and business owners. Smith spent 14 years as 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 specialized practice units. While at Peat Marwick, Smith lead the real estate and tax practices locally.Smith is a frequent speaker at tax conferences and has been an associate adjunct professor at Widener University in the master’s in taxation program. Her ratings have consistently exceeded 4.5 on a scale of 5.0. Also, she recently received the James L. McCoy 2008 Discussion Leader of the Year Award for excellence in teaching. With regard to her education, she earned her Bachelor of Business Administration degree, with an accounting concentration, in 1978.close

Prerequisites

Experience with individual and business clients

Developer

Surgent McCoy CPE, LLC

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