Taxes

Surgent’s Tax Treatment of Alimony Payments After the New Tax Law (ALIP) (SSTX09/19)

By |2018-08-30T11:41:28+00:00June 30th, 2019|

The Tax Cuts and Jobs Act of 2017 provided that alimony and separate maintenance payments will not be deductible by the payor, and repealed the rule that a recipient of alimony and separate maintenance payments must include such amounts in income. When this new rule comes into effect in 2019, income used for alimony payments will be taxed at the rates applicable to the payor spouse rather than the recipient spouse. The new law is effective for any divorce or separation instrument executed after December 31, 2018 or for any divorce or separation instrument executed on or before December 31, 2018, and modified after that date, if the modification expressly provides that the amendments made by this change apply to such modification.

Surgent’s S Corporation, Partnership, and LLC Tax Update (BCP4) (SSTX12/19)

By |2018-08-30T11:41:31+00:00June 30th, 2019|

If you are a practitioner who wants the latest information on tax changes affecting your business clients or employers, then you should take this enlightening course. You will learn invaluable knowledge, strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. Continually updated for items regarding tax reform.

The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (BCPE) (SSTX13/19)

By |2018-08-30T11:41:31+00:00June 30th, 2019|

This year more than ever practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable knowledge, strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. Continually updated for developments.

The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (BCPE) (SSTX14/19)

By |2018-08-30T11:41:32+00:00June 30th, 2019|

This year more than ever practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable knowledge, strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. Continually updated for developments.

Surgent’s Federal Tax Update (BFT4) (SSTX15/19)

By |2018-08-30T11:41:32+00:00June 30th, 2019|

Both businesses and individual clients face major changes in the tax landscape. Tax professionals face a considerable challenge: delivering effective planning advice and services to address recent developments while staying nimble to respond to further changes in the coming months. This course addresses contemplated and implemented changes including the Tax Cuts and Jobs Act. It also encompasses the latest cases and rulings and new tax legislation as developed.

The Best Federal Tax Update Course by Surgent (BFTU) (SSTX16/19)

By |2018-08-30T11:41:33+00:00June 30th, 2019|

The most comprehensive tax reform since the mid-1980s has been ushered in under The Tax Cuts & Jobs Act. New tax brackets take effect in 2018. The standard deduction will see increased utilization, and the personal exemption is gone -- just as kaput as the long-outlawed practice of deducting credit card interest. These are just a few of the changes that will affect your clients this coming season, and they will look to you to understand the issues and develop a plan that serves their best interests. In this course, tax advisors will be fully updated on the most important aspects of tax reform as well as major trends on the horizon with a view toward planning. Individual, partnership and corporate taxation, as altered by tax reform, will be included. Important Note: Surgent does not recommend taking both this course and our Best Individual Tax Update (BITU) course due to overlapping content.

The Best Federal Tax Update Course by Surgent (BFTU) (SSTX17/19)

By |2018-08-30T11:41:33+00:00June 30th, 2019|

The most comprehensive tax reform since the mid-1980s has been ushered in under The Tax Cuts & Jobs Act. New tax brackets take effect in 2018. The standard deduction will see increased utilization, and the personal exemption is gone -- just as kaput as the long-outlawed practice of deducting credit card interest. These are just a few of the changes that will affect your clients this coming season, and they will look to you to understand the issues and develop a plan that serves their best interests. In this course, tax advisors will be fully updated on the most important aspects of tax reform as well as major trends on the horizon with a view toward planning. Individual, partnership and corporate taxation, as altered by tax reform, will be included. Important Note: Surgent does not recommend taking both this course and our Best Individual Tax Update (BITU) course due to overlapping content.

Surgent’s Individual Income Tax Update (BIT4) (SSTX18/19)

By |2018-08-30T11:41:54+00:00June 30th, 2019|

This highly informative course will bring you up-to-speed on the latest in individual tax law developments and the corresponding or responsive planning opportunities available to your clients. You will come away from the course ready to educate your individual tax clients and implement tax-savings ideas that will serve their ever-evolving needs -- especially after the tax reform changes.

The Best Individual Income Tax Update Course by Surgent (BITU) (SSTX19/19)

By |2018-08-30T11:41:33+00:00June 30th, 2019|

This highly informative course comprehensively covers all the latest tax law developments with a full update on tax reform. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs -- especially in a year of significant tax law change. Important Note: Surgent does not recommend taking both this course and our Best Federal Tax Update (BFTU) course due to overlapping content.

The Best Individual Income Tax Update Course by Surgent (BITU) (SSTX20/19)

By |2018-08-30T11:41:34+00:00June 30th, 2019|

This highly informative course comprehensively covers all the latest tax law developments with a full update on tax reform. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs -- especially in a year of significant tax law change. Important Note: Surgent does not recommend taking both this course and our Best Federal Tax Update (BFTU) course due to overlapping content.

Surgent’s Top 50 Business Tax Mistakes Practitioners Make and How to Fix Them (BTBB) (SSTX21/19)

By |2018-08-30T11:41:34+00:00June 30th, 2019|

If only we could see ourselves as others see us. Learn the traps taxpayers fall into -- before you make the mistake. Attend this enjoyable yet very informative course that focuses on the law while exploring some of the top errors made in compliance and tax planning for business entities. The study of the law underlying the tax or practice issue will assist practitioners in satisfying their professional standards of practice and will help in preparing business tax returns. Avoid these missteps, plan for a better tax result, and benefit from a wealth of knowledge that can be applied to practice.

Surgent’s Top 50 Business Tax Mistakes Practitioners Make and How to Fix Them (BTBB) (SSTX22/19)

By |2018-08-30T11:41:35+00:00June 30th, 2019|

If only we could see ourselves as others see us. Learn the traps taxpayers fall into -- before you make the mistake. Attend this enjoyable yet very informative course that focuses on the law while exploring some of the top errors made in compliance and tax planning for business entities. The study of the law underlying the tax or practice issue will assist practitioners in satisfying their professional standards of practice and will help in preparing business tax returns. Avoid these missteps, plan for a better tax result, and benefit from a wealth of knowledge that can be applied to practice.

Surgent’s Partnerships and LLCs: Avoiding Common Pitfalls Facing Practitioners (BTP4) (SSTX23/19)

By |2018-08-30T11:41:35+00:00June 30th, 2019|

If only we could see ourselves as others see us. This course is designed to review some common pitfalls and real-world issues. Learn the traps taxpayers fall into -- before you make the mistake. The material includes a study of the law underlying the tax or practice issue, which will assist practitioners in satisfying their professional standards of practice and will help in preparing business returns. Avoid these missteps, plan for a better tax result, and benefit from a wealth of knowledge that can be applied to practice.

Surgent’s Targeted 1040 Forms Update for the Occasional Tax Preparer (CASU) (SSTX25/19)

By |2018-08-30T11:41:36+00:00June 30th, 2019|

Many individuals casually prepare a few income tax returns for family members, friends, or acquaintances. Many of such preparers are professionals in industry; and not in full-time tax preparation. The manual is designed to provide a comprehensive preparation update to the occasional preparer. The manual involves not only new tax rules for the current year, but also understanding how the new and old rules apply to current tax forms. The up-to-date review of important tax form changes will be invaluable to attendees who prepare tax returns for individuals.

Surgent’s Getting the Choice of Entity Right: Tax Law, Strategy, and Tactics (CBES) (SSTX27/19)

By |2018-08-30T11:41:55+00:00June 30th, 2019|

Tax rates are always a critically important factor in choosing the form of business organization, and the individual and corporate rates are particularly important in 2018 and beyond. The rates demand a reconsideration of current businesses and a different analysis for new ventures. By comparing and contrasting the tax aspects of C corporations, S corporations, partnerships, sole proprietorships, and limited liability companies, this course focuses on distinctions that can make big differences. This in-depth course will cover planning opportunities and potential pitfalls in developing a business structure. This course is a must for all practitioners.

Surgent’s Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (CCSM) (SSTX28/19)

By |2018-08-30T11:41:56+00:00June 30th, 2019|

Clients often ask their tax advisors whether they have the "best" pension plan and whether they are using it to its maximum advantage. This program is designed to help tax practitioners answer this often-asked question intelligently as it explains how the various pension plans that are currently available work and analyzes why a small or medium-sized business owner would choose one plan rather than another.