Vermont Society of Certified Public Accountants
Cart: 0 items

Courses

Surgent's Federal Tax Camp with Sue Smith

« View All Courses Add to Calendar

Register

Member Price: $365.00
Non-Member Price: $565.00

view cart

Date/Time:
Nov 27, 2018, 8:30am–4:30pm
Venue:
Capitol Plaza Hotel (Montpelier, VT 05602)
100 State St.
Montpelier, VT 05602
Developer:
Surgent McCoy CPE, LLC
CPE Credits:
Taxes: 8.00
Fields of Study:
Taxes
Level:
Update
Instructors
Susan Smith (2510)
Susan Smith manages her own firm specializing in tax planning for individuals and business owners and is also a frequent speaker at tax conferences. Smith was a Senior Manager in the tax departments of Price Waterhouse and Peat Marwick (the predecessor of KPMG). While at Price Waterhouse, she also held the national specialist designation for the real estate and partnership tax practices. During her time at Peat Marwick, Smith led the real estate and tax practices locally. She was an associate adjunct professor at Widener University in the master's taxation program. Her ratings have consistently exceeded 4.7 on a scale of 5.0. Smith is a two-time recipient of the James L. McCoy Discussion Leader of the Year Award for excellence in teaching. And in 2015 and 2016, she received the Surgent Outstanding Discussion Leader Award because of her consistently high evaluations for knowledge and presentation skills. Smith earned her Bachelor of Business Administration degree with an accounting concentration, from the University of Toledo.
The Tax Cuts and Jobs Act brought about the most far-reaching changes to the tax code in a generation. New tax rates, deductions for pass-through entities, new depreciation rules, changes to home mortage interest deductions, modifications of NOL rules, and new alimony rules are only some of the issues on which practitioners need to get up-to-speed this year. In this course, tax advisors will be fully updated on the most important legislative and regulatory developments of the season as well as major trends and changes in the case law.

Objective

* Understand the latest tax law changes * Understand strategies and techniques for individuals to use in light of tax changes * Understand current cases and rulings affecting individuals and businesses

Highlights

* Full coverage of individual and business changes related to The Tax Cuts and Jobs Act * Recent developments with business entities, including C corporations, S corporations, partnerships, and limited liability companies * Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more * Advanced practitioner issues * Review of pertinent cases and rulings regarding exclusions, character issues, retirement plans, travel and other items affecting your individual taxpayers * The latest issues related to passive activities, substantiation and any other late-breaking tax law changes * Retirement plan mistakes not to make

Designed For

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

Prerequisite

Experience with individual and business clients

Advanced Preparation

None
back to list