Join Surgent’s top tax instructors on the most timely tax topics applicable to practitioners now – without leaving your office. Surgent’s new Virtual Tax Planning Conference includes 1- and 2-hour sessions in an engaging and interactive webinar format. Surgent’s national experts will update you on all of this year’s latest tax planning developments and also help you and your clients navigate the complicated issues associated with individual tax planning, ACA compliance, payroll tax issues, and multigenerational tax planning. Year-end is fast approaching, and you need to be up-to-speed and prepared to best advise your clients regarding available planning opportunities and potential pitfalls. Surgent’s Virtual Tax Planning Conference offers the most convenient way to ready yourself for busy season and meet your mandatory CPE requirement.
Please Note: This 8-hour course is Day 1 of the 2-day Virtual Tax Conference.
- 2016 year-end individual tax planning strategies
- Social Security and Medicare planning strategies
- International tax planning strategies for the domestic tax practitioner
- Estate planning strategies and administration for non-taxable estates
Advise clients regarding the latest tax planning developments
Tax practitioners who advise clients regarding income tax and transfer tax planning strategies, tax practitioners preparing individual and business-related tax returns for 2016; and tax practitioners who advise clients regarding retirement planning issues
A basic understanding of individual income taxation