Surgent's Top 10 Tax Topics This Year WEBCAST

Friday, January 7 8:00am - 4:00pm PST

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8.0 Credits

Member Price $259.00

Non-Member Price $309.00

Overview

Join us for our annual expedition through the harbors and swamps on the tax landscape this season. We will uncover the top issues with wide applicability and importance this year and explore the practical implications, potential pitfalls, and planning opportunities. Continually updated for items regarding tax reform, including 2021 stimulus bill(s).

Highlights

The SECURE Act. including IRA and RMD changes. The Tax Cuts and Jobs Act: Key provisions for individuals. The Tax Cuts and Jobs Act: Key provisions for businesses. Broad inventory of fringe benefits possibilities. Miscellaneous business issues. Employing life insurance. Domicile and taxation. Choice of entity. Tax rates and QBI. Understanding Section 199A.

Prerequisites

None.

Designed For

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

Objectives

Understand the most important hot button issues that have emerged 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.

Preparation

None.

Notice

None.

Leader(s):

Leaders

Edward Harter

Edward A. Harter is a general practitioner in Canton, Ohio who provides accounting and tax services to his clients.

Mr. Harter has been a partner in a multi-office firm with ten partners, a one-office firm with two partners, and a sole practitioner with only one support person. He has instructed CPE programs for 34 years and has presented CPE in all 50 states with consistent “excellent” ratings from program participants. He is continually commended for his ability to reduce complicated tax concepts to understandable English with his “real world” examples. In addition, he has held a number of leadership positions in The Ohio Society of CPAs.

Mr. Harter is a graduate of Kent State University.

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Non-Member Price $309.00

Member Price $259.00