The Best Individual Income Tax Update by Surgent McCoy [BITU Fbx]
Time: 8-4
Subject:
TaxCredit Hours:
8.00Price:
Member: $295.00
Non-member: $445.00
Discussion Leader:
Susan Smith, CPA
more info
Susan Smith manages her own firm specializing in tax planning for individuals and business owners and is also a frequent speaker at tax conferences. Smith was a Senior Manager in the tax departments of Price Waterhouse and Peat Marwick (the predecessor of KPMG). While at Price Waterhouse, she also held the national specialist designation for the real estate and partnership tax practices. During her time at Peat Marwick, Smith led the real estate and tax practices locally. She was an associate adjunct professor at Widener University in the master’s taxation program. Her ratings have consistently exceeded 4.8 on a scale of 5.0. Smith is a four-time recipient of the James L. McCoy Discussion Leader of the Year Award for excellence in teaching. And in 2015, 2016, and 2018, she received the Surgent Outstanding Discussion Leader Award because of her consistently high evaluations for knowledge and presentation skills. Smith earned her Bachelor of Business Administration degree with an accounting concentration, from the University of Toledo.
closeWebsite registration for this course closes on December 5, 2012. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.
Full Description
The Best Individual Income Tax Update Course by Surgent McCoyDecember 6, 2012
Location:
Fairbanks, AK
$295 Member Fee
$445 Non Member Fee
The year 2013 will bring the highest tax increase in history, requiring sound planning in 2012 for individual clients to combat. This highly informative course responds to the latest in tax law developments, including discussions of the planning opportunities available to your individual tax clients. This up-to-date knowledge will enable you to further discuss new developments and tax-saving ideas applicable to your clients and their growing needs in light of post-election developments.
Major Topics:
Impact of tax rate changes on individuals under tax reform
Social Security: will there be reform? Planning strategies for benefits. When is the best time to start?
Estate and gift tax reform: taking effective steps in 2012 for big tax savings
Health care reform: preparing for the new taxes in 2013
Schedule E rental real estate and other investments
New cost basis reporting for securities
Changing rules in depreciation and expensing capital
Retirement planning strategies: qualified plans and IRAs, traditional and Roth
Practice aids, including 2012 inflation-adjusted amounts, mileage rates, and more
Complete coverage of all the latest IRS rulings and procedures affecting individuals in general, along with an up-to-date summary of the most important tax court decisions and tax law changes in this area
Other late-breaking tax law changes
Learning Objectives:
Understand strategies and tactics to use in light of tax rate changes
Understand the most current guidance on retirement planning and Social Security
Understand how to nail down valuable deductions and other reductions to the tax base
Who Will Benefit:
All tax practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes affecting their individual clients
Level of Knowledge: Update
Prerequisite: Experience in individual tax planning
Advanced Preparation: None
CFP: Yes
Credits: 8
Field of Study: Taxes
Acronym: BITU
Discussion Leader: Susan Smith
