Surgent's Top Five Tax Topics (Self-Study)

Code: JSDLTTE4

Date Valid for one year from purchase date
Format Self-Study (Downloadable PDF)
CPE credits CPE 4.0
Specialty
credits
4.0 IRS CE approved
Field(s)
of study
Taxes - Technical (4.0)
Fees
Standard member fee $65.00
checkmarkStandard nonmember fee $65.00

Members: Please log in to receive member fee.

Description

Join us for our annual expedition through the harbors and swamps on the tax landscape this season. We will uncover issues with wide applicability and importance this year and explore the practical implications, potential pitfalls, and planning opportunities.

Who should take this program?

All CPAs who want an in-depth discussion of the current tax issues that affect all clients

Major subjects

  • Exact topics are subject to change, but may include:
  • Travel and substantiation
  • Choice of entity
  • Tips for getting the principal residence sale exclusion right
  • Maximizing retirement benefits

Learning objective(s)

  • Understand the most important hot button issues that have emerged as areas of concern to the IRS, taxpayers, and tax advisors
  • Understand a broad range of tax subjects for both individuals and business owners
  • Recognize tax planning opportunities that may present themselves

Notes:

Course code Code JSDLTTE4
Sponsor Surgent
NASBA ID#: 103212
Level Intermediate
Format Self-Study (Downloadable PDF)
Prerequisites Prereq. Five or more years of experience in planning for individual and business clients
Advance
prep
None