May 14, 2019


In-Person

City of Pelham Pelham Civic Complex


4 Total CPE Credits

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Surgent's Individual Income Tax Update

  • Instructor

    Michael Frost

Learning Objectives

  • Understand strategies and tactics to use in light of tax reform
  • Understand how to nail down valuable deductions and other reductions to the tax base

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
  • New rules on entertainment expenses, including meals
  • Comprehensive coverage of the emerging flagship item of tax reform, Section 199A and its alteration of pass-through taxation and planning
  • Relevant state domicile issues which are quickly becoming a new source of practitioner profit
  • 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

CPE Credits Available

4
Total CPE
4
Taxes

Things to Know About This Course

Course Level

  • Update

Professional Area of Focus

  • Tax

Prerequisites

Experience in individual tax planning

Advanced Preparation

None

Intended Audience

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

Provider

Surgent McCoy CPE

This event has ended.