Surgent's Individual Income Tax Update
-
Virtual
4.00 Credits
Member Price $219.00
Non-Member Price $309.00
Overview
You could pay $0 for this course!
This course qualifies for EA/IRS and CFP credit. If you need EA/IRS credit, please contact Tyler Dion (tdion@masscpas.org) after you have registered and provide him your PTIN number.
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. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFT4.
This course qualifies for reimbursement through the state’s Workforce Training Express Fund. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course. The course code for this program is C-3633. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.
Highlights
Timely coverage of breaking tax legislation Form 1099-K reporting requirements FinCEN reporting requirements under the Corporate Transparency Act Employee Retention Tax Credit updates Review of pertinent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year – inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Prerequisites
Experience in individual tax planning
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
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
Preparation
None
Leader(s):
Leader Bios
William Taylor, Surgent McCoy CPE LLC
William (Bill) F. Taylor, CPA, is president of Renasant Bank in Water Valley, Mississippi and an employee benefit adviser for Renasant Financial Services. He has been an employee benefit and investment consultant for more than 20 years, beginning his career as the employee benefits coordinator in the Jackson office of KPMG Peat Marwick, and managing his own firm for 10 of those years.
Taylor is a nationally known consultant and speaker who has conducted seminars for the American Society of Pension Professionals and Actuaries, more than 40 state CPA and Bar associations, and other organizations. He is a two-time recipient of the AICPA’s Outstanding Discussion Leader award. Taylor is the author of several books and his articles have appeared in numerous publications. He graduated from the University of Mississippi with a B.B.A. in Banking and Finance and a Master of Accountancy in Taxation.
Non-Member Price $309.00
Member Price $219.00