The Best Federal Tax Update Course by Surgent (Webinar)

Code: WSBFTU52

Date Wednesday, January 29, 2020
Time 8:00 AM - 4:00 PM
Central Time
Location Online
CPE credits CPE 8.0
Specialty
credits
8.0 CFP
8.0 IRS CE approved
Field(s)
of study
Taxes - Technical (8.0)
Instructor Robert Lickwar, CPA
Surgent
Fees
Standard member fee $259.00
checkmarkStandard nonmember fee $259.00

Members: Please log in to receive member fee.

Description

In this course, tax advisors will be fully updated on the most important aspects of tax reform as well as major trends on the horizon with a view toward planning. Individual, partnership and corporate taxation, as altered by tax reform, will be included. As both formal and informal guidance is issued, you will be kept fully up-to-date.

Who should take this program?

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

Major subjects

  • 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
  • Section 1031 like-kind exchanges
  • Carried interest
  • New deferral possibility for stock options
  • New bonus depreciation rules and expansion of Sec 179
  • Expansion of number of taxpayers able to use the cash method of accounting
  • 30% business interest limitation
  • New rules on entertainment expenses, including meals
  • New business credit for wages paid due to family and medical leave
  • Doubling of estate and gift tax exemption to $22.8M for a married couple
  • Comprehensive coverage of the emerging flagship item of tax reform, Sec 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

Learning objective(s)

  • Understand the latest enacted tax law changes
  • Understand strategies and techniques to use in light of tax changes
  • Understand current cases and rulings affecting individuals and businesses

Notes:

Course code Code WSBFTU52
Sponsor Surgent
NASBA ID#: 103212
Level Update
Format Group Internet Based
Prerequisites Prereq. Experience with individual and business clients
Advance
prep
None