Surgent's Top 10 Tax Topics This Year
-
Virtual
8.00 Credits
Member Price $309.00
Non-Member Price $459.00
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.
Join us for our annual expedition through the harbors and swamps on the tax landscape this season. We will uncover the top issues with wide applicability and importance this year and explore the practical implications, potential pitfalls, and planning opportunities. Continually updated for items regarding tax reform.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-13060. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.
Highlights
Tax guide to exit planning Partnership considerations: section 754 elections and section 743 C to S corporation conversions Recurring basis issues At-risk basis rules and Form 6198 New developments relating to IRS audits Status of audits for high-income and high-net-worth individuals The Dirty Dozen Residency and domicile Crowfunding: basic economics and related tax consequences Choosing the right business entity
Prerequisites
One or more years of experience in planning for individual and business clients
Designed For
Accounting and Financial Professionals who want an in-depth discussion of the current tax issues that affect all clients
Objectives
Understand the most important hot button issues that have emerged as areas of concern to the IRS, taxpayers, and tax advisors Understand a broad range of tax subjects for both individuals and business owners Recognize tax planning opportunities that may present themselves
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 $459.00
Member Price $309.00