Sugent's Federal Tax Update Webcast [BFT4]

Sep 20, 2021
Time: 08:30am-12:00pm



Credit Hours:



Member: $150.00
Non-member: $225.00

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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 4.8 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.

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Website registration for this course closes on September 19, 2021. To register after this date please contact the society at or 907-562-4334.

Full Description

Surgent's Federal Tax Update Webcast (BFT4)

September 20th, 2021

Both businesses and individual clients face major changes as a result of tax reform, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest cases and rulings applicable to individual and business clients.

Major Topics Covered:
-The SECURE Act, including IRA and RMD changes
-Continuing coverage of tax reform implications related to both individuals and businesses
-How the Code affects tax planning for individuals and businesses
-Retirement plans and IRAs
-Review of pertinent cases and rulings regarding exclusions, character issues, retirement planning, 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
-Other late-breaking tax law changes

Learning Objectives:
-Understand strategies and techniques to use after tax reform
-Understand the latest developments regarding retirement plans
-Understand current cases and rulings affecting businesses

Designed For: CPAs and accounting professionals who need to know the latest tax law changes in all areas of practice.

CPE Credits: 4, Taxation

Level of Knowledge: Update

Prerequisite: Experience with individual and business clients.

Acronym: BFT4

Discussion Leader: Susan Smith, CPA