Author Archives: Mike Tucker

Mike Tucker is a leading author for Surgent CPE, writing and presenting on a variety of incredibly valuable topics for thousands of CPAs, EAs, and financial professionals every year. Here he covers some client questions from the latest best-selling webinar, Section 199A NEW Developments: What You Need to Know to Prepare 2018 Tax Returns in […]

Impact on 529 Plans The Tax Cuts & Jobs Act treats up to $10,000 a year for elementary and high school expenses per student as qualified under the Section 529 plan rules. Previously, Section 529 money could only be used for post-secondary education – think college and graduate schools. But now, the Tax Cuts & […]