July 27, 2017


In-Person

City of Pelham Pelham Civic Complex


8 Total CPE Credits

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Surgent's Federal Tax Camp

  • Instructor

    Deborah Phillips

Learning Objectives

  • Understand strategies and techniques for individuals to use in light of tax changes
  • Understand how the net investment income tax applies, and strategies and techniques that can mitigate it
  • Understand current cases and rulings affecting individuals and businesses

Major Topics

  • Update on major tax law changes, including the PATH Act of 2015 and Social Security changes included in the Bipartisan Budget Act of 2015
  • Review of IRS Priority projects to help you plan for the future tax landscape
  • Developments in the tax on net investment income: planning to avoid the pitfalls
  • Advanced practitioner issues
  • Health care reform: how employers report and where individuals stand in 2017
  • 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 2017 - inflation-adjusted amounts, mileage rates, retirement contributions, and more
  • Recent developments with business entities, including C corporations, S corporations, partnerships, and limited liability companies
  • The latest issues related to passive activities, substantiation and any other late-breaking tax law changes

CPE Credits Available

8
Total CPE
8
Taxes

Things to Know About This Course

Course Level

  • Update

Professional Area of Focus

  • Tax

Prerequisites

Experience with individual and business clients

Advanced Preparation

None

Intended Audience

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

Provider

Surgent McCoy CPE

This event has ended.