*RESCHEDULED* Essential Depreciation & Expensing Update Webcast [TDP4]
Subject:
Time: 12:30pm-4:00pm
Credit Hours:
4.00Price:
Member: $160.00
Non-member: $230.00
Discussion Leader:
William F. (Bill) Taylor, CPAWilliam F. (Bill) Taylor, CPA is President of Lifetime Financial Solutions, LLC, a financial coaching 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 25 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 Institute of Certified Public Accountants, the American Society of Pension Professionals & Actuaries, CPA and bar associations in 45 states, and many private organizations. He has been awarded both the AICPA Outstanding Discussion Leader award and the James L. McCoy Discussion Leader of the Year Award from Surgent CPE. Bill is the author of Taxation of Employee Benefits Volume I and Volume II, and his articles have appeared in numerous publications.
Full Description
*RESCHEDULED* Surgents Essential Depreciation and Expensing Update Webcast (TDP4)September 29th, 2026 / 12:30 pm 4:00 pm
Live Webcast / Zoom
This course offers a comprehensive analysis of the evolving rules surrounding depreciation, amortization, and property transactions, incorporating the latest inflation adjustments and technical corrections. It offers practical guidance through real-world examples and case studies to clarify complex rules and help professionals stay compliant and informed amid ongoing change.
Major Topics:
-New bonus depreciation and 179 changes under the One Big Beautiful Bill Act (OBBBA)
-Qualified production property under the OBBBA
-Resolved technical glitches for qualified improvement property
-Detailed coverage of 179 expense elections and 168(k) bonus or additional first-year depreciation maximizing deductions, definitions, limitations, and qualified property
-Sales of property and the depreciation recapture rules (1245, 1250, unrecaptured 1250 gain for real estate, 291 for corporations)
-MACRS depreciation finding the proper method, convention, and recovery period
-Listed property and the current limitations
-Amortization of startup, organization, and other expenditures
-AMT depreciation adjustments and how to avoid them
-Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with useful planning opportunities
Learning Objectives:
-Fully understand two of the most commonly prepared tax forms
-Understand assets from acquisition to disposition
-Complete and discuss cases highlighting some of the practical issues tax preparers face
Designed For: CPAs in industry and public accounting who need a thorough grasp of this important area of tax law and want to maximize the possible tax savings for their clients
CPE Credits: 4, Taxation
Level of Knowledge: Intermediate
Prerequisite: Basic knowledge of tax issues for property transactions
Acronym: TDP4
Discussion Leader: William F. (Bill) Taylor, CPA
