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  • It was an awesome course. I have recommended it to a couple of CPA friends.

    - A Surgent Customer

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Surgent’s Virtual Tax Planning Conference (Day 1 of 2) (VPC1)

  • Customer Rating
    Not Yet Rated
  • Field of Study
    Taxes
  • Level
    Basic/Intermediate
  • Credits
    8
  • Qualifies for

    CPE

Overview

Join Surgent’s top tax instructors on the most timely tax topics applicable to practitioners now – without leaving your office. Surgent’s new Virtual Tax Planning Conference includes 1- and 2-hour sessions in an engaging and interactive webinar format. Surgent’s national experts will update you on all of this year’s latest tax planning developments and also help you and your clients navigate the complicated issues associated with individual tax planning, ACA compliance, payroll tax issues, and multigenerational tax planning. Year-end is fast approaching, and you need to be up-to-speed and prepared to best advise your clients regarding available planning opportunities and potential pitfalls. Surgent’s Virtual Tax Planning Conference offers the most convenient way to ready yourself for busy season and meet your mandatory CPE requirement. Please Note: This 8-hour course is Day 1 of the 2-day Virtual Tax Conference.

Major Topics:

  • 2016 year-end individual tax planning strategies
  • Social Security and Medicare planning strategies
  • International tax planning strategies for the domestic tax practitioner
  • Estate planning strategies and administration for non-taxable estates

Learning Objectives

Advise clients regarding the latest tax planning developments

Who should take this course:

Designed for:

Tax practitioners who advise clients regarding income tax and transfer tax planning strategies, tax practitioners preparing individual and business-related tax returns for 2016; and tax practitioners who advise clients regarding retirement planning issues

Prerequisite:

A basic understanding of individual income taxation

Advanced Preparation:

None

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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

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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

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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

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  • CPE Continuing Professional Education for CPAs

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