The Best Federal Tax Update Course By Surgent [BFTU]

Dec 4, 2018
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:

William F. (Bill) Taylor, CPA    more info

William (Bill) F. Taylor is president of Benefit Solutions, Ltd., a benefit consulting firm, and a CPA in private practice. Since retiring as Community Bank President of Renasant Bank in Water Valley, MS, he has served as an adjunct assistant professor in the MBA program at the University of Mississippi. Bill has worked in the employee benefit and investment fields for over 20 years, beginning his career as the Employee Benefits Coordinator in the Jackson, MS, office of KPMG Peat Marwick and managing his own firm since 1999. A nationally known consultant and speaker, Bill has conducted seminars for the American Society of Pension Professionals and Actuaries, more than 40 state CPA and Bar associations, and other organizations. He was the recipient of the James L. McCoy Excellence in Education award for 2015 and awarded the Outstanding Discussion Leader award for 2014 and 2016. Bill is the author of Taxation of Employee Benefits Volume I and Volume II, and his articles have appeared in numerous publications.

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Website registration for this course closes on November 27, 2018. 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)

December 4, 2018

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.

The coming year promises plenty of challenges and opportunities for individual and business tax clients. Single party control of the presidency and both chambers of Congress paved the way for the most unimpeded path to a major tax bill in many years. The Affordable Care Act (ACA) tax compliance provisions continue to confound employers. These are just a few of the changes that will affect your clients this coming season, and they will look to you to understand the issues and develop a plan that serves their best interests. In this course, tax advisors will be fully updated on the most important legislative and regulatory developments of the season as well as major trends and changes in the case law. Included is full coverage of all tax implications with a view toward planning.

Major Topics:
- Update on proposed and potential tax law changes from the presidential administration and Congress
- Update on major enacted tax law changes, including the status of DOL overtime rule changes, the new partnership audit rules, and more
- Advanced practitioner issues
- Health care reform: where we are and where we may be going
- Review of pertinent cases and rulings regarding exclusions, character issues, retirement plans, 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
- Recent developments with business entities, including C corporations, S corporations, partnerships, and limited liability companies
- Trust fund penalties and related case law
- Retirement plans and IRAs
- The latest issues related to passive activities, substantiation and any other late-breaking tax law changes

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

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

CPE Credits: 8, Taxation

Level of Knowledge: Update

Prerequisite: Experience with individual and business clients

Acronym: BFTU

Discussion Leader: William F. (Bill) Taylor, CPA