Your Selections:

  • 5/17

    LIVE STREAM-Understanding the Tax Cuts and Jobs Act of 2017 (LS001)

    In-Person | WEBCAST | Credits: 8

    The legislation has passed; Congress has drastically changed the Internal Revenue Code by enacting the Tax Cuts and Jobs Act of 2017 (the "Act"). This class will outline all of the significant changes in the 1,100-page Act. In this course, the participant will learn the legislative changes and...

  • 6/19

    Surgent's Individual Income Tax Update (005)

    In-Person | GULF SHORES | Credits: 4

    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...

  • 6/19

    Surgent's S Corporation, Partnership, and LLC Tax Update (008)

    In-Person | GULF SHORES | Credits: 4

    If you are a practitioner who wants the latest information on tax changes affecting your business clients or employers, then you should take this enlightening course. You will learn invaluable knowledge, strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other...

  • 6/20

    K-1 Boot Camp for LLCs (011)

    In-Person | GULF SHORES | Credits: 4

    Schedule K-1 has evolved into the universal correspondent of tax information to business owners. This course utilizes practical case studies and detailed cases to take a deeper look into the vastness of Schedule K-1. The course will be advantageous to those who prepare complicated federal...

  • 6/20

    This Year's Top Tax and Financial-Planning Ideas (014)

    In-Person | GULF SHORES | New Credits: 4

    With tax rates for individuals, estates and trusts changing, tax planning takes on more importance. Additionally, new ideas for financial planning and retirement must be considered. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients...

  • 6/21

    Tax Reform's Impact on Corporations and Pass-Through Entities (019)

    In-Person | GULF SHORES | New Credits: 4

    The monumental passing of the Tax Cuts and Jobs Act results in historic tax reform impacting nearly every American. This CPE course provides a comprehensive overview of the changes impacting corporations and pass-through entities along with reviewing tax planning considerations for investors,...

  • 6/22

    Capitalized Costs and Depreciation: Key Issues and Answers (022)

    In-Person | GULF SHORES | Credits: 4

    Gain a comprehensive and practical understanding of the various complex tax laws dealing with property transactions from acquisition to disposition. This course provides analysis of the rules dealing with depreciation, amortization, like-kind exchanges, involuntary conversions and sale of...

  • 6/22

    Protecting Your Client and Your Firm from Tax Return Identity Theft (025)

    In-Person | GULF SHORES | Credits: 4

    Identity theft has become a serious issue with clients and practitioners alike. Sixty-three percent of CPAs who answered the 2015 tax software survey conducted by The Tax Adviser and Journal of Accountancy said at least one of their clients was a victim of tax identity theft in the 2015 filing...

  • 7/9

    Summer Education Conference (SEC)

    In-Person | DESTIN, FL | Credits: 20

    The Summer Education Conference is unlike any other program we offer. It's one part hot topics, one part family vacation. Then, we add some warm and friendly folks from Louisiana and Florida and a shining cast of speakers and you get one of the best events of the year! And with a variety of...

  • 8/13

    LIVE STREAM-Understanding the Tax Cuts and Jobs Act of 2017 (LS032)

    In-Person | WEBCAST | Credits: 8

    The legislation has passed; Congress has drastically changed the Internal Revenue Code by enacting the Tax Cuts and Jobs Act of 2017 (the "Act"). This class will outline all of the significant changes in the 1,100-page Act. In this course, the participant will learn the legislative changes and...

  • 8/13

    Reviewing Pass-Through Tax Returns: What Are You Missing? (030)

    In-Person | BIRMINGHAM | Credits: 8

    Join us as we discuss the common errors practitioners make on pass through tax returns that are often missed by review staff. The intent is to sharpen skills for reviewers by examining case studies and discussing issues where additional information from the client may be warranted and areas of...

  • 8/13

    Understanding the Tax Cuts and Jobs Act of 2017 (032)

    In-Person | MONTGOMERY | Credits: 8

    The legislation has passed; Congress has drastically changed the Internal Revenue Code by enacting the Tax Cuts and Jobs Act of 2017 (the "Act"). This class will outline all of the significant changes in the 1,100-page Act. In this course, the participant will learn the legislative changes and...

  • 8/14

    LIVE STREAM-The Complete Guide to the Preparation of Form 1041 (LS033)

    In-Person | WEBCAST | Credits: 8

    Tax compliance issues for fiduciary entities are sometimes confusing to practitioners since many lack experience in this area. This course provides the practitioner with a practical understanding of the issues involved in preparing the U.S. Income Tax Return for Estates and Trusts (Form 1041).

  • 8/14

    The Complete Guide to the Preparation of Form 1041 (033)

    In-Person | MONTGOMERY | Credits: 8

    Tax compliance issues for fiduciary entities are sometimes confusing to practitioners since many lack experience in this area. This course provides the practitioner with a practical understanding of the issues involved in preparing the U.S. Income Tax Return for Estates and Trusts (Form 1041)....

  • 8/20

    Surgent's Federal Tax Update (040)

    In-Person | DOTHAN | Credits: 4

    Both businesses and individual clients face major changes in the tax landscape. Tax professionals face a considerable challenge: delivering effective planning advice and services to address recent developments while staying nimble to respond to potentially massive changes in the coming months....

  • 8/20

    Surgent's Individual and Financial-Planning Tax Camp (045)

    In-Person | BIRMINGHAM | Credits: 8

    Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that wealthy clients, middle-income clients, and closely held business owners need to consider right now to take advantage of present...

  • 8/21

    Maximizing Your Social Security Benefits (049)

    In-Person | DOTHAN | Credits: 4

    The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement- and estate-planning objectives. This course provides tax and financial planning...

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