Tag Archives: Surgent Tax & Accounting Blog

Congress enacted the Protecting Americans from Tax Hikes Act (PATH) in December of 2015. This comprehensive Act includes over $620 billion in tax reductions for businesses and families.

Since Congress passed the PATH (Protecting Americans from Tax Hikes) Act, Surgent has presented numerous webinars and conferences explaining the Act’s ramifications.

Today’s successful CPAs must be skilled communicators with top-notch business writing skills. The old image of “numbers person” is just not accurate.

Taxpayers are in luck, now that Congress has renewed a number of important tax breaks that affect both individuals and businesses. To fill you in, we’ve put together a list of some of the tax breaks in question.

Trusts can be a tricky business, and most tax practitioners at one point or another are tasked with advising clients who are either using a trust or interested in establishing one. Not familiar with the ins and outs of trust terminology, creation, or strategic planning? We’ve got you covered. Read our latest blog post to learn more.

The Protecting Americans Against Tax Hikes (PATH) Act of 2015 made many of the former so called ‘tax extenders” permanent and extended others a few more years.

Discover the benefits to fulfilling your CPE requirements with the use of a webinar.

Just before midnight on December 15th, 2015, Congress posted the “Protecting Americans from Tax Hikes Act of 2015” legislation.

Retaining existing clients and recruiting new clients are driving factors when it comes to maintaining and growing your business. Since both of these factors rely on quality communication regarding the services and products your firm provides, we’ve put together a few tips for creating an effective marketing plan that won’t break the company budget.

Congress’s Bipartisan Budget Act was enacted in November. As a result, two strategies for Social Security planning are no longer options for retirees. As a tax professional, here is what you need to know.