Surgent's The Top Five Tax Topics

 

   

 

 
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Overview

4.0 Credits

Join us for our annual four-hour expedition through the harbors and swamps on the tax landscape this season. We will uncover issues with wide applicability and importance this year and explore the practical implications, potential pitfalls, and planning opportunities.

Objectives

  • Understand the most important hot button issues that emerge 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

Major Topics

  • Post-election legislative developments
  • The latest on identity theft and tax scams
  • Travel expenses and substantiation
  • The top IRA mistakes and how to avoid them
  • The latest on related-party transactions
  • Tips for getting the principal residence sale exclusion right

Designed For

All CPAs who want an in-depth discussion of the current tax issues that affect all clients

Prerequisite

Five or more years of experience in planning for individual and business clients
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