The Best Federal Tax Update Course By Surgent [BFTU]

Sep 19, 2019
Time: 8:00am - 4:00pm

Subject:

Taxation

Credit Hours:

8.00

Price:

Member: $295.00
Non-member: $445.00

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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 4.7 on a scale of 5.0. Smith is a two-time recipient of the James L. McCoy Discussion Leader of the Year Award for excellence in teaching. Smith earned her Bachelor of Business Administration degree with an accounting concentration, from the University of Toledo.

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Website registration for this course closes on September 12, 2019. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.

Full Description

The Best Federal Tax Update Course By Surgent (BFTU)

September 19, 2019

Westmark Fairbanks Hotel
813 Noble Street
Fairbanks, AK

LATE REGISTRATION POLICY
For registrations received less than 21 days from the course date will be charged a late fee of $50 for each 8 hour course and $25 for each 4 hour course and $12.50 for each 2 hour course.

In this course, tax advisors will be fully updated on the most important aspects of tax reform as well as major trends on the horizon with a view toward planning. Individual, partnership and corporate taxation, as altered by tax reform, will be included. As both formal and informal guidance is issued, you will be kept fully up-to-date.

Major Topics:
- New loss limitation rules applicable to NOLs and the ability to offset income
- Revised home mortgage interest deduction
- Treatment of state and local taxes
- Monumental changes to the treatment of alimony for both payor and payee
- Section 1031 like-kind exchanges
- Carried interest
- New deferral possibility for stock options
- New bonus depreciation rules and expansion of Sec 179
- Expansion of number of taxpayers able to use the cash method of accounting
- 30% business interest limitation
- New rules on entertainment expenses, including meals
- New business credit for wages paid due to family and medical leave
- Doubling of estate and gift tax exemption to $22.36M for a married couple
- Comprehensive coverage of the emerging flagship item of tax reform, Sec 199A and its alteration of pass-through taxation and planning
- Relevant state domicile issues which are quickly becoming a new source of practitioner profit
- Review of pertinent cases and rulings affecting taxpayers
- Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more
- The latest issues related to any other late-breaking tax law changes

Learning Objectives:
- Understand the latest enacted tax law changes
- Understand strategies and techniques to use in light of tax changes
- Understand current cases and rulings affecting individuals and businesses

Designed For: Experience with individual and business clients

CPE Credits: 8, Taxation

Level of Knowledge: Update

Prerequisite: Knowledge of tax issues relating to both business and individual clients

Acronym: BFTU

Discussion Leader: Susan Smith, CPA