CPE Course Surgent's Federal Tax Camp

November 22, 2019

8:30am — 4:15pm

Location Nashua

Member Price $259.00Register after November 1 and pay $279.00
Non-member Price $359.00Register after November 1 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

Objective

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.

Objectives:

  • 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

Full coverage of individual and business changes related to The Tax Cuts and Jobs Act    
Recent developments with business entities, including C corporations, S corporations, partnerships, and limited liability companies     Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more    
Advanced practitioner issues    
Review of pertinent cases and rulings regarding exclusions, character issues, retirement plans, travel and other items affecting your individual taxpayers    
The latest issues related to passive activities, substantiation and any other late-breaking tax law changes    
Retirement plan mistakes not to make

Instructors

Ms. Susan Smith, 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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