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Taxes

Surgent’s New Depreciation Rules for Bonus and Section 179 Expensing After Tax Reform (DRBE) (SSTX207/20)

By |2019-12-05T23:17:57-05:00June 30th, 2020||

The Tax Cuts and Jobs Act of 2017 has had a tremendous impact on all industries, including commercial real estate. It has liberalized the depreciation provisions for 2018 and later years. This premium webinar will take an in-depth look at the current rules that tax practitioners will need to advise their clients on, and includes a number of illustrative examples on bonus depreciation, construction, and improvement property scenarios.

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Surgent’s Hot IRS Tax Examination Issues for Individuals and Businesses (EXIB) (SSTX212/20)

By |2019-12-05T23:17:58-05:00June 30th, 2020||

The IRS has dramatically ramped up its examination of specific individuals and small business taxpayers. Now, more than ever, CPAs need clients to understand the need for documentation and procedures to substantiate what IRS auditors are pursuing. Learn the high audit risk areas and ways to help clients survive an IRS audit with little or no change. It is critical for CPAs in public accounting to understand the risk to clients and to themselves in tax return preparation and planning.

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Surgent’s Individual Tax Planning Ideas (ITP4) (SSTX228/20)

By |2019-12-05T23:17:59-05:00June 30th, 2020||

With the far-reaching changes brought about by recent tax reform, careful planning takes on new importance. This course presents the most important income tax planning ideas wealthy clients and closely held business owners need to consider this year to take advantage of the present and plan for the future. It highlights areas in the income tax return that suggest future opportunities for the individual client.

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Surgent’s The Top 10 Tax Issues in Dealing with LLCs and Partnerships (LP10) (SSTX229/20)

By |2019-12-05T23:18:00-05:00June 30th, 2020||

Partnerships and LLCs involve unique problems that require careful attention. This course covers selected critical tax issues that practitioners need to know when working with partnerships and limited liability companies, with a focus on planning opportunities and pitfalls.

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Surgent’s Preparing Individual Tax Returns for New Staff and Para-Professionals (PITR) (SSTX237/20)

By |2019-12-05T23:18:02-05:00June 30th, 2020||

The objective of this course is to train new staff accountants, data processing employees, para-professionals, and bookkeepers to prepare a complicated federal individual income tax return. Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms. This course covers the latest tax law changes, making it essential for your new staff.

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Surgent’s Report of Foreign Bank and Financial Accounts (FOR2) (SSTX184/20)

By |2019-12-06T00:18:33-05:00June 30th, 2020||

If a client has a financial interest in or signature authority over a foreign financial account, including a bank account, brokerage account, mutual fund, trust, or other type of foreign financial account exceeding certain thresholds, the Bank Secrecy Act may require that taxpayer to report the account yearly to the Department of Treasury. This is done by electronically filing a Financial Crimes Enforcement Network (FinCEN) 114, Report of Foreign Bank and Financial Accounts (FBAR). This program discusses all aspects of FBAR reporting, including delinquent reporting issues and the Offshore Voluntary Disclosure Program.

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Surgent’s Taking Advantage of Installment Sales and Like-Kind Exchanges (ISL4) (SSTX185/20)

By |2019-12-06T00:18:34-05:00June 30th, 2020||

When real property is sold for a gain, we always try to find ways to defer recognizing income so it won't be necessary to send a check to Uncle Sam. There are two provisions within the Internal Revenue Code that allow the taxpayer to defer recognition of immediate taxable gain in the year of sale: installment sales and like-kind exchanges. Knowing how and when to utilize these provisions makes the CPA very valuable to either their client or the entity they work for.

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The Best Federal Tax Update Course by Surgent (BFTU) (SSTX192/20)

By |2019-12-06T00:18:36-05:00June 30th, 2020||

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.

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The Best Federal Tax Update Course by Surgent (BFTU) (SSTX193/20)

By |2019-12-06T00:18:37-05:00June 30th, 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 horizon with a view toward planning after implementation of TCJA. As both formal and informal guidance is issued, you will be kept fully up-to-date.

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Surgent’s Individual Income Tax Update (BIT4) (SSTX194/20)

By |2019-12-06T00:18:38-05:00June 30th, 2020||

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.

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Surgent’s Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships (HMBI) (SSTX218/20)

By |2019-12-06T00:18:38-05:00June 30th, 2020||

The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules.

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Surgent’s Individual Income Tax Return Mistakes and How to Fix Them (INB4) (SSTX225/20)

By |2019-12-06T00:18:39-05:00June 30th, 2020||

The best laid plans of mice and men often go astray; the same is true for taxpayers. Every practitioner has been confronted with a client who had a different twist on a tax idea. This course focuses on the law in order to break down 25 situations in which a taxpayer has attempted to push one of these ideas. The study of the law underlying the tax mistakes made will assist practitioners in satisfying their professional standards of practice and will help you in preparing Form 1040.

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Surgent’s Real Estate Tax Boot Camp (RETC) (SSTX244/20)

By |2019-12-06T00:18:41-05:00June 30th, 2020||

This course is a "deep dive" into all things real estate tax related for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acquiring, holding, managing, constructing, and disposing of real estate. You will leave the course able to navigate critical issues associated with the relevant returns and plan strategically for your company or clients. We will discuss in detail the impact the Tax Cuts and Jobs Act has had on the real estate industry.

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Surgent’s Employer’s Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues (HCR4) (SSOT152/20)

By |2019-12-05T23:20:09-05:00June 30th, 2020||

The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal and tax issues associated with all aspects of employment, especially now. This course provides in-depth coverage of this critical area. Updated and supplemented throughout the year for breaking developments.

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Surgent’s Employer’s Handbook: Legal, Tax, and Health Care Issues (HTOF) (SSOT155/20)

By |2019-12-05T23:20:11-05:00June 30th, 2020||

The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment, especially now. This course provides in-depth coverage of this critical area. Updated and supplemented throughout the year for breaking developments.

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Surgent’s Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations (TFBC) (SSTX178/20)

By |2019-12-05T23:20:16-05:00June 30th, 2020||

The course provides a comprehensive understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course and instruction delivery is geared toward the basic understanding and progresses to complex issues. The boot camp allows staff to discover the connections and alterations of these widely held entity structures, while also providing a valued reference for the participant's future use. The course utilizes an identical sample trial balance for form preparation, with filled-in completed Forms 1120S and 1065 provided in the case solutions.

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