Tax - Level 4

The following courses have been hand-picked for tax managers and directors. The Tax - Level 4 track will help these experienced professionals hone advanced technical skills and maximize profits for the firm. 

Financial Reporting Update for Tax Practitioners

Jun 29th 9:00am - 4:30pm

Online

8.00 Credits

ASC 740 considerations related to the CARES Act  Recent standard setting and consulting activities at the FASB  Proposed updates to income tax accounting and financial statement disclosures  Tax-basis financial statements  Recently issued Statements on Auditing Standards and other audit related hot topics  SSARS No. 21, Clarification and Recodification, and other recently issued and proposed SSARS

Surgent's Federal Tax Camp

Dec 6th 9:00am - 5:00pm

Rocky Hill

8.00 Credits

The SECURE Act, including RMD changes, the elimination of the stretch IRA, modification of the kiddie tax rules, and expansion of 529 plans and 401(k) retirement plans for part-time workers The CARES Act and FFCRA, including employer tax credits, SBA loans, and EFMLEA and EPSLA expanded leave programs The CARES Act changes to 163(j), 461(I), and NOL rules Bonus depreciation rules and expansion of 179 Expansion of taxpayers able to use the cash method of accounting Comprehensive coverage of 199A and its alteration of pass-through taxation and planning Is the "Employee vs Independent Contractor" conundrum about to explode? Crypto currency Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas The latest issues related to any other late-breaking tax law changes

Advanced Individual Income Tax Workshop

Jan 10th 8:30am - 4:30pm

Rocky Hill

8.00 Credits

Advanced Individual Income Tax Workshop (Livestream)

Jan 10th 8:30am - 4:30pm

Online

8.00 Credits

Advanced Corporate Income Tax Workshop

Jan 11th 8:30am - 4:30pm

Rocky Hill

8.00 Credits

Advanced Corporate Income Tax Workshop (Livestream)

Jan 11th 8:30am - 4:30pm

Online

8.00 Credits