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Events

Accounting and Tax Planning for Estates and Trusts - 6/18/2020 -
This program gives an introduction to fiduciary (book) accounting, the allocation of receipts and disbursements between income and principal under the Uniform Principal and Income Act, including how it impacts the calculation of the income...
The Best Federal Tax Update Course by Surgent - 6/18/2020 -
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 fully updated on the most important aspects of tax reform as well as major trends on the...
Estate & Trust Primer - 6/19/2020 -
Protect your clients' assets and shield their estates from increased taxation brought about by the changing tax code. This CPE course will help you to understand the tax obligations of trusts and estates and how these obligations affect...
WEBINAR: COVID-19 Tax-Related Developments - 6/19/2020 -
This program will address the most recent tax changes that Congress and the IRS have issued due to the COVID-19 pandemic.  This event may be a rebroadcast of a live event and the instructor will be available to answer your questions...
WEBINAR: COVID-19 Tax Related Developments - Part 2 (CARES ACT) - 6/19/2020 -
In response to the COVID-19 economic emergency, the Senate was quick to respond by passing the $2 trillion bill intended to provide relief to Americans affected by the pandemic and the economy. This Part II presentation of the COVID-19 tax series...
Surgent's Top Individual Tax Planning Strategies - 6/19/2020 -
The Tax Cuts and Jobs Act of 2017 contains provisions that when properly implemented allow the individual taxpayer to reduce his or her tax liability. This program focuses on certain tax strategies that allow the individual taxpayer to reduce his...
The Best Federal Tax Update Course by Surgent - 6/20/2020 -
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 fully updated on the most important aspects of tax reform as well as major trends on the...
Surgent's Monthly Tax Update with Mike Tucker and Jeff Jacobs - 6/22/2020 -
The Monthly Tax Update is designed to keep general tax practitioners current by providing them with the latest and most important tax developments relating to individual and business taxation. Tax professionals can be overwhelmed with new tax...
Surgent's What CPAs Should Know About Trust Instruments - 6/22/2020 -
This is a survey course on the intergenerational transfer of property -- focusing on what the CPA should know about trust instruments. It will cover a broad number of topics ranging from the fundamental legal principals necessary for the trust...
Spring Tax Update with Steve Dilley - 6/22/2020 -
This program provides an update to the latest tax developments, rules and regulations affecting both business and individual taxpayers, including a review of the late 2019 SECURE Act. This event may be a rebroadcast of a live event and the...