Surgent's Individual Income Tax Update [BIT4]

Sep 22, 2022
Time: 08:30am-12:00pm



Credit Hours:



Member: $160.00
Non-member: $240.00

Print Page

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.

close close

Website registration for this course closes on September 21, 2022. To register after this date please contact the society at or 907-562-4334.

Full Description

Surgent's Individual Income Tax Update (BIT4)

September 22nd, 2022 / 8:30 am 12:00 pm

Pike's Waterfront Lodge
1850 Hoselton Drive / Fairbanks, AK

This highly informative course will bring you up-to-speed on the latest in individual tax law developments and the corresponding or responsive planning opportunities available to your clients. You will come away from the course ready to educate your individual tax clients and implement tax-savings ideas that will serve their ever-evolving needs. Continually updated to reflect enacted legislation.

Major Topics:
- Timely coverage of breaking tax legislation
- Donor Advised Funds
- Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations
- Residency and domicile
- Selling a principal residence, including tax planning strategies
- The SECURE Act 2022 Proposed Regulations
- Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
- Employee vs. Independent Contractor classification considerations

Learning Objectives:
- Understand strategies and tactics to use in light of new legislation
-Understand how to nail down valuable deductions and other reductions to the tax base

Designed For: 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

CPE Credits: 4, Taxation

Level of Knowledge: Update

Prerequisite: Experience in individual tax planning

Acronym: BIT4

Discussion Leader: Susan Smith, CPA