The Best Individual Income Tax Update Course by Surgent Virtual Seminar

You Pay: $379.00
MSCPA Members save $100.00 on this course. Login or Join to take advantage of these savings.
This course is 8.00 credits
Instructor
Scott Emerson
Field of Study
Tax
Course Level
Update
Vendor
Surgent McCoy CPE LLC

Instructor

Scott Emerson

Scott Emerson was a revenue agent for the Internal Revenue Service for 28 years. He has instructed both continuing professional education seminars and continuing legal education seminars for agents and attorneys with the IRS. He also has taught numerous IRS tax courses throughout his career. He incorporates real-life examples and historical perspective to interpret tax concepts. Prior to his retirement, Scott was the Trust Technical Advisor with the IRS for the last nine years. He has extensive experience with the interrelationships between trusts and related returns. He has been recognized as a trust expert in several district courts for both domestic and foreign trusts. He has been confirmed as a trust expert in two U.S. appeals court’s decisions. His background also includes working with Department of Justice and U.S. Attorney Offices throughout the country. Mr. Emerson is a graduate of Miami (Ohio) University, with a degree in accountancy. Prior to his retirement, Scott was the Trust Technical Advisor with the IRS for the last nine years. He has extensive experience with the interrelationships between trusts and related returns. He has been recognized as a trust expert in several district courts for both domestic and foreign trusts. He has been confirmed as a trust expert in two U.S. appeals court's decisions. His background also includes working with Department of Justice and U.S. Attorney Offices throughout the country. Mr. Emerson is a graduate of Miami ( Ohio) University, with a degree in accountancy.
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Registration Fees

MSCPA-AICPA Member
$279.00
MSCPA Member
$279.00
AICPA Member
$379.00
Non-Member
$379.00
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Monday, Nov 9, 2020
8:45am – 4:30pm

Due to the ongoing COVID-19 (coronavirus) pandemic, the MSCPA has made the difficult decision to make our scheduled live seminars in 2020 virtual-only events. The topics, dates, times and CPE credits will remain the same, and you will learn from the same top-level speakers that you expected to see at our live programs

This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs.

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

Course Objectives

 Understand strategies and tactics to use in light of tax reform  Understand the most current guidance on retirement planning  Understand how to nail down valuable deductions and other reductions to the tax base

Major Subjects

 Section 461 loss limitation rules and the ability to offset income  Revised home mortgage interest deduction  Treatment of state and local taxes  Virtual currency  Opportunity Zones  Education-related provisions  Depreciation changes  Rules on entertainment expenses, including meals  Doubling of estate and gift tax exemption for a married couple  Comprehensive coverage of the flagship item of tax reform, 199A and its alteration of pass-through taxation and planning  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  The latest issues related to any other late-breaking tax law changes

Prerequisites

Experience in individual tax planning

Registrants

+ $379.00

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