CPE Course The Best Individual Income Tax Update Course by Surgent

December 9, 2019

8:30am — 4:15pm

Location Manchester

Member Price $259.00Register after November 18 and pay $279.00
Non-member Price $359.00Register after November 18 and pay $379.00

Curriculum Taxation

Field of Interest Taxation (General)

Level Update

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


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.


  • Understand strategies and tactics to use in light of tax reform    
  • Understand the most current guidance on retirement planning     
  • Understand how to nail down valuable deductions and other reductions to the tax base


  • New loss limitation rules applicable to NOLs and the ability to offset income    
  • Revised home mortgage interest deduction    
  • Treatment of state and local taxes    
  • Monumental changes to the treatment of alimony for both payor and payee    
  • New rules on entertainment expenses, including meals    
  • Doubling of estate and gift tax exemption to $22.8M for a married couple    
  • Comprehensive coverage of the emerging flagship item of tax reform, Section 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


Sali Sheafor

With twenty years of accounting experience, Sali Sheafor works with clients all over the United States. She is currently licensed in Wisconsin, Minnesota, and Florida. Armed with an education from the University of Wisconsin system, she earned her certification and went on to create her own public accounting firm, TAP Consulting, LLC. She has enjoyed the opportunity to teach accounting to students in her area as well. While accounting and taxes are her first hobbies and she relishes the challenges of the ever-changing accounting world, she also enjoys snowmobiling, gardening, biking, and community service.close


Experience in individual tax planning


Surgent McCoy CPE, LLC

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