The purpose of this course is to update practitioners on the most important tax issues that require their attention in 2005. This course reviews the major trends and changes in the case and regulatory law.

• Examine the impact of the 2004 tax legislation on individual and business clients
• Review the key cases, rulings, and tax law changes affecting individuals
• Discover the hot new capital gain and loss strategies that your clients need to know
• See the new worksheets for the Schedule D form
• Explore family income splitting ideas with capital assets to take advantage of the 5% tax rate
• Learn 10 great ideas for using the 15% dividend rate for closely held C corporations
• Discuss new tax tactics for investments
• Understand the latest issues affecting retirement plans and IRAs
• Discuss various planning ideas and strategies that will be valuable to your clients and increase your billings
• Review the latest cases and rulings affecting individuals in areas such as divorce, pensions, principal residence, estate and gift tax, and much more
• Discover recent developments with business entities, including C corporations, S corporations, partnerships, and limited liability companies
• Find out what your C and S corporations need to know now about family succession planning and taking advantage of the 15% tax rate on dividend income
• Learn about the latest tools the IRS is letting practitioners use that will create big benefits and time savings
• Find out about the new Health Savings Accounts and how they can affect your business clients
• Discuss the new Subchapter S and partnership K-1s
• Explore new tax-planning strategies for depreciation and amortization deductions
• See what's new in payroll and self-employment tax issues
• Study practice aids, including the 2005 inflation-adjusted amounts, mileage rates, and more

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Surgent McCoy CPE, LLC
237 Lancaster Ave
Devon, PA 19333
(610) 688-4477
(610) 688-3977 (FAX)
info@cpenow.com