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The Latest News

Gov. Ned Lamont tells Connecticut business leaders he’s ruling out ‘broad-based’ tax increases
Gov. Ned Lamont on Friday ruled out “broad-based” tax increases, telling business leaders that higher taxes over the past 30 years have failed to solve Connecticut’s problems. “I’ve been pretty clear. I have no interest in broad-based tax...
Refund delays, stimulus check errors foreshadow rough tax season
Tax-refund delays and stimulus-payment hiccups could spill into the upcoming tax season as the Internal Revenue Service continues to face challenges related to the coronavirus pandemic and as Congress considers yet another round of direct payments.
Connecticut DRS Proposed Legislative Package Released
View the Agency Legislative Proposal for the 2021 Session
Some teleworkers could be hit with surprise tax bills
CPAs may find themselves spending a lot of time educating taxpayers about the state tax implications of working from home and other locations during the pandemic. A new survey conducted for the AICPA by The Harris Poll found that 55% of...
2020-Specific Plans for CPAs Still Exist
With passage of the CARES Act, Congress suspended all required minimum distributions (RMDs) from retirement accounts for 2020. They did this over several months as they refined the rules, and are allowing those distributions taken by Aug. 31 to...
Boughton to Join Lamont Administration as Tax Commissioner
Republican Mark Boughton, serving his 10th term as mayor of Danbury, will become the commissioner of the Department of Revenue Services, Daily Ructions can report. Governor Ned Lamont, a Democrat, is expected to make the announcement Friday....
IRS National Tax Security Awareness Week: 2021 online tax preparation products to offer multi-factor authentication for taxpayers, tax pros
The Internal Revenue Service, state tax agencies and the tax industry today marked the second day of National Tax Security Awareness Week by announcing an improved feature that will be available on all 2021 online tax preparation...
It’s a tough year for year-end tax planning
Performing year-end tax planning this year is going to be “very, very difficult,” Bob Keebler, CPA/PFS, said in a Nov. 10 webcast sponsored by the AICPA’s Personal Financial Planning Section. Advisers face the challenge of helping clients plan...
Revenue Collections Improve, But Officials Remain Cautious
Legislative and executive branch budget analysts say Connecticut has recovered 40% of the revenue it was expected to lose in April. The part of the state income tax which includes capital gains and other investment earnings came in much...
What Small Business Owners Need To Know About Taxes And Selling Online In The Covid-19 Era
Covid-19 and the social distancing it requires has pushed more of our purchasing online. In fact, since March an extra $107 billion has been spent online, according to Adobe Analytics. For small business owners forced to close their doors for...

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Upcoming Professional Development

NEW 2020 Stimulus Bill: Tax Provisions You Need to Know NOW - 1/25/2021 -
The December Stimulus package has just been released and includes major tax provisions that will be effective for the 2020 tax year, things that CPAs and...
Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area - 1/25/2021 -
Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client...
Business Tax Update 2020 - 1/26/2021 -
This presentation addresses the impact of numerous 2020-21 tax developments, focusing on important provisions, rules and concepts impacting business tax...
Surgent's Monthly Tax Update with Mike Tucker and Jeff Jacobs - 1/26/2021 -
The Monthly Tax Update is designed to keep general tax practitioners current by providing them with the latest and most important tax developments relating...
Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs - 1/26/2021 -
As long as LLCs, partnerships, and S corporations form the backbone of many CPAs’ practices, in-depth knowledge of all tax aspects of these entities will be...
The Best Federal Tax Update Course by Surgent - 1/26/2021 -
We now have the benefit of the completion of the first full tax season since the issuance of tax reform legislation. In this course, tax advisors will be...
Surgent's Guide to Calculating S Corporation Stock Basis and Creating and Maintaining Basis Worksheets - 1/27/2021 -
This program discusses, in a practical way, how an S corporation shareholder calculates his or her stock and loan basis. This topic is particularly...
Surgent's Successfully Completing an Estate Tax Return: Form 706 - 1/27/2021 -
Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field....

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