Federal Tax Camp with Sue Smith

You Pay: $399.00
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This course is 8.00 credits
Instructor
Susan Smith
Facility Name
Four Points by Sheraton Norwood
Facility Address
1125 Boston Providence Tpke
PO Box 9102
Norwood, MA 02062-5001
Fields of Study
CFP, Tax
Course Level
Update
Vendor
Surgent McCoy CPE LLC

Instructor

Susan Smith

Susan Smith, CPA, 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. Also, she recently received the James L. McCoy 2008 Discussion Leader of the Year Award for excellence in teaching. Smith earned her Bachelor of Business Administration degree, with an accounting concentration, from the University of Toledo.
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Registration Fees

MSCPA-AICPA Member
$319.00
MSCPA Member
$319.00
AICPA Member
$399.00
Non-Member
$399.00
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Thursday, Dec 6, 2018
8:00am – 4:15pm

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The Protecting Americans Against Tax Hikes (PATH) Act of 2015 made some of the former so called 'tax extenders' permanent, further extended others, and changed the substance of several. In addition 2015 saw major changes to Social Security file-and-suspended strategies, and the Affordable Care Act (ACA) tax compliance provisions continued to confound many employers. Both businesses and individual clients will be affected by all the tax changes that need extensive tax planning by the tax advisor. Not only will you be updated on the most important tax issues that require your attention, but this course will also review the major trends and changes in the case and regulatory law. Included is a full coverage of all tax changes with a view toward planning. Updated for coverage of the NEW Department of Labor exemption classification and overtime requirements.

Please note early start time for this conference

 

Designed For

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

Course 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 Subjects

  • Updated on this year's major tax law changes, including the Protecting Americans Against Tax Hikes (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 practitioners issues
  • Health care reform: how employers report and where individuals stand in 2016
  • 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 2016 -- 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.  

Prerequisites

Experience with individual and business clients

Registrants

+ $399.00

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