Customer Service: 800-778-7436     

    Log In to Your Surgent Account

    Forgot?
    Forgot?

    Register for an Account

Sign In to Your Surgent Account

Forgot Username or Password | Register for an Account

Choose CPE Format:

Live Webinar SELECT STARTING AT $239

Credits: 8

Qualifies For: IRS CFP

$239

Upcoming webinars

December 05, 2016
09:00 am - 05:00 pm (EST)

Instructor(s): Jack Surgent, CPA

December 08, 2016
09:00 am - 05:00 pm (EST)

Instructor(s): Jack Surgent, CPA

December 10, 2016
09:00 am - 05:00 pm (EST)

Instructor(s): Jack Surgent, CPA

See More Upcoming Webinar Dates >

NO HASSLE REFUNDS & TRANSFERS
EASY CANCELLATIONS
Self-StudySELECT STARTING AT $155

Downloadable PDF

Credits: 16

Qualifies For: IRS

$225

Textbook

Credits: 16

Qualifies For: IRS

$240

On-Demand Webcast

Credits: 8

Qualifies For: IRS

$155
Get this course FREE with an Unlimited Package! Learn More
  • Thanks for an excellent update!

    - Surgent customer

  • Great material, great class. It was worth every minute of it.

    - Joanne S

  • Tax cases were interesting.

    - Surgent customer

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.

Best Federal Tax Update (BFTU)

  • Customer Rating
  • Field of Study
    Taxes
  • Level
    Update
  • Credits
    8-16
  • Qualifies for

    IRS CFP CPE

Overview

Legislators and rulemakers were busy this past year. Their work has delivered a mixture of challenges and opportunities for individual and business tax clients. The Protecting Americans Against Tax Hikes (PATH) Act made some of the former so called 'tax extenders' permanent, further extended others, and changed the substance of several. Major changes to Social Security file-and-suspend and restricted application rules are forcing a total rethinking of many individual long-term planning strategies. The Affordable Care Act (ACA) tax compliance provisions continue to confound employers, with new requirements hitting their effective dates this year. 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 legislative and regulatory developments of the season as well as major trends and changes in the case law. Included is full coverage of all tax implications with a view toward planning. Updated for coverage of the NEW Department of Labor exemption classification and overtime requirements.

Major Topics:

  • Update on major tax law changes, including the Protecting Americans Against Tax Hikes (PATH) Act of 2015 and Social Security changes included in the Bipartisan Budget Act of 2015
  • Advanced practitioner issues
  • Health care reform: how employers report and where individuals stand in 2016
  • Review of pertinent cases and rulings regarding exclusions, character issues, retirement plans, travel and other items affecting your individual taxpayers
  • Practice aids, including all the numbers applicable for 2016 - inflation-adjusted amounts, mileage rates, retirement contributions, and more
  • Recent developments with business entities, including C corporations, S corporations, partnerships, and limited liability companies
  • The latest on depreciation and safe harbor expensing options, including the $2,500 de minimis expense item
  • The latest issues related to passive activities, substantiation and any other late-breaking tax law changes

Learning Objectives

  • Understand strategies and techniques for individuals to use in light of tax changes
  • Understand how the various rules for capitalization, depreciation, and expensing apply
  • Understand current cases and rulings affecting individuals and businesses

Who should take this course:

Designed for:

CPAs who need to know the latest tax law changes in all areas of practice

Prerequisite:

Experience with individual and business clients

Advanced Preparation:

None

Loading...

Loading...

Thank You!

YOU HAVE ADDED THE FOLLOWING TO YOUR CART:


Loading...

Thank You!

Thank You! Your request has been submitted.



Get More with a Surgent CPE package

Self-Study Library Package

  • Unlimited 24/7 access to 200+ downloadable self-study courses

  • Courses range from 2-20 credits

  • Provides online grading & CPE certificates by email

$499

Learn More

Unlimited Webinar Package

  • Unlimited access to all non-premium live CPE webinars

  • Includes 1-, 2-, 3-, 4-, and 8-hour webinars, including Saturday and evening options

  • Access through 12/31/16

$649

Learn More

Unlimited Plus Package

  • Unlimited access to ALL live CPE webinars

  • Includes all premium courses and virtual conferences

  • Unlimited 24/7 access to all self-study courses

  • Includes all on-demand webcasts Access for a year from purchase date

  • Unlimited 24/7 access to all self-study courses

$849

Learn More
  • CPE Continuing Professional Education for CPAs

  • IRS Continuing Education for EAs and the AFSP program

  • CFP Accepted by the CFP® Board

  • YB YellowBook Continuing Education

Explore Additional Courses by Topic

SURGENT IS APPROVED AS A PROVIDER OF CONTINUING EDUCATION BY:

Thank You!

Thank You! Your subscription has been submitted.