CPE Course Surgent's Federal Tax Camp

November 13, 2020

9:00am — 4:45pm

Location

Member Price $259.00Register after October 23 and pay $279.00
Non-member Price $359.00Register after October 23 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

Tax practitioners have been hard-pressed to keep up with changes brought about by the CARES Act and the SECUREAct, not to mention the far-reaching changes of the Tax Cuts and Jobs Act. In this course, tax advisors will be fullyupdated on the most important legislative and regulatory developments of the season as well as major trends andchanges in the case law, with a view toward planning considerations.

  • 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, the elimination of the stretch IRA, modification of the kiddie tax rules,and expansion of §529 plans and 401(k) retirement plans for part-time workers
  • The CARES Act and FFCRA, including employer tax credits, SBA loans, and EFMLEA and EPSLA expanded leaveprograms
  • The CARES Act changes to §163(j), §461(I), and NOL rules
  • Bonus depreciation rules and expansion of §179
  • Expansion of taxpayers able to use the cash method of accounting
  • Comprehensive coverage of §199A and its alteration of pass-through taxation and planning
  • Is the "Employee vs Independent Contractor" conundrum about to explode?
  • Crypto currency
  • Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates,retirement contributions, and more
  • Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
  • The latest issues related to any other late-breaking tax law changes
  • 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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