Surgent's Federal Tax Update

With the hindsight of a couple of busy seasons since tax reform, you can now look ahead -- toward trends and smart planning strategies that show your clients you're a trusted adviser. With this in-depth course, get fully updated on critical federal tax developments, important aspects of tax reform, planning opportunities and the latest guidance affecting both individuals and businesses.

Designed for: CPAs and tax advisers in public practice and industry

Objectives:

• Understand the latest enacted tax law changes

• Understand current cases and rulings affecting individuals and businesses

• Understand strategies and techniques to use in light of tax changes

Major subjects:

• Loss limitation rules and the ability to offset income
• Bonus depreciation rules and expansion of Section 179
• Expansion of taxpayers able to use the cash method of accounting
• 30% business interest limitation
• Doubling of estate and gift tax exemption for married couples
• Comprehensive coverage of Section 199A and how it changes pass-through taxation and planning
• Relevant state domicile issues which are quickly becoming a new source of practitioner profit
• Virtual currency
• Crowdfunding
• Overtime update
• Practice aids, including current-year numbers for inflation-adjusted amounts, mileage rates, retirement contributions and more
• Latest issues related to any other late-breaking tax law changes

Prerequisites: Experience with individual and business clients recommended
Developer: MNCPA
CPE Credits: 8
Area of Study: Taxes - Technical
Instructors: Steven Wagner