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The Best Federal Tax Update Course by Surgent (BFTU)

  • Format In-Firm Training
  • Credits 8
  • Level Update
  • Field of Study Taxes (8)

To Schedule In-Firm Training, please contact us:

salesinfo@surgent.com

Overview

The coming year promises plenty of challenges and opportunities for individual and business tax clients. Single party control of the presidency and both chambers of Congress paved the way for the most unimpeded path to a major tax bill in many years. The Affordable Care Act (ACA) tax compliance provisions continue to confound employers. These are just a few of the changes that will affect your clients this coming season, and they will look to you to understand the issues and develop a plan that serves their best interests. In this course, tax advisors will be fully updated on the most important legislative and regulatory developments of the season as well as major trends and changes in the case law. Included is full coverage of all tax implications with a view toward planning.

Major Topics

  • Update on proposed and potential tax law changes from the presidential administration and Congress
  • Update on major enacted tax law changes, including the status of DOL overtime rule changes, the new partnership audit rules, and more
  • Advanced practitioner issues
  • Health care reform: where we are and where we may be going
  • Review of pertinent cases and rulings regarding exclusions, character issues, retirement plans, travel and other items affecting your individual taxpayers
  • Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more
  • Recent developments with business entities, including C corporations, S corporations, partnerships, and limited liability companies
  • Trust fund penalties and related case law
  • Retirement plans and IRAs
  • The latest issues related to passive activities, substantiation and any other late-breaking tax law changes

Learning Objectives

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

Who should take this course:


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

Update

Experience with individual and business clients

None

Yes

Yes

No

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