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Tax Update CPE Series by Jack Surgent

Why More CPAs Choose Jack Surgent's Tax Update CPE Courses

Tax regulations have a lot in common with the weather. They change frequently and are tricky to predict. They can be unpleasant and sometimes even dangerous to get caught in if you’re unprepared.


For thirty years, tax practitioners have turned to Surgent for help predicting and preparing for storms on the tax horizon. Surgent’s tax update courses are unique in the industry for the swiftness with which they identify and address regulatory and legislative changes and the practicality with which they analyze the impacts and connect them to compliance imperatives and client service opportunities. They deliver what tax CPAs need from the time and money they invest in CPE:

  • Detailed coverage of legislative and regulatory developments

  • The best trainers anywhere. Period.

  • Explanations that go beyond reciting the standard to actually help interpret and apply it

  • Case studies and examples to take that understanding even further

  • Flexible delivery formats

  • Competitive pricing

If you’re a CPA who does tax work, Jack Surgent’s Tax Update courses are simply your best choice.

Jack Surgent's Tax Update CPE Courses Include:

Best Federal Tax Update (BFTU)

BFTU is the best choice for practitioners who want a thorough overview of the current tax issues affecting both individual and business entities, all within a single 8-hour course.

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 best serves their interests. In this course, tax advisors will be fully updated on the most important legislative and regulatory developments of the season, as well major trends and changes in the case law. Included is full coverage of all tax implications with a view toward planning.

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Best Individual Tax Update (BITU)

BITU is the best choice for practitioners who want a more comprehensive review of updates affecting individual tax returns. For practitioners who also deal with S Corporation clients, consider pairing BITU with BCPE. Note: Surgent does not recommend taking both BFTU and BITU due to overlapping content.

This year’s many significant changes in the tax environment require sound planning for individual clients to respond effectively. This highly informative course responds to the latest tax law developments with a full update on changed requirements and a thorough discussion of the planning opportunities. You’ll come away from the course with the up-to-date knowledge you need to educate your individual tax clients and implement tax-saving ideas that will serve their growing needs.

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Best S Corporation, Limited Liability, and Partnership Update (BCPE)

BCPE is the best choice for practitioners who want a more comprehensive review of updates affecting corporate tax returns. Note: Surgent does not recommend taking both BFTU and BCPE due to overlapping content.

Practitioners need to keep abreast of all tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will come away with a wealth of knowledge, strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs.

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Individual and Financial-Planning Tax Camp (IFCP)

IFCP is ideal for practitioners who already do or who want to expand into tax and financial planning services. IFCP is a great choice to pair with any of the other tax update courses listed above.

Each year brings its own set of tax planning challenges. This year is no exception. This course will arm tax planners with planning strategies and ideas that wealthy clients, middle-income clients, and closely-held business owners need to consider right now to take advantage of present opportunities and plan for future tax advantage. Learn strategies that can really have an impact on client lives, while also bringing value to you and your firm.

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View All Surgent Tax Webinars View All Surgent Tax Self-Study Courses

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Tax Update CPE Packages:

Live Webinar

On-Demand

Individual Tax Update CPE Courses:

Live Webinar

Self-study



"Excellent course - good pace, lots of good information covered. One of the best tax courses I have ever attended."
-Shirley S., Recent BFTU attendee
"Jack Surgent is an excellent instructor. He is capable of making difficult concepts very understandable. I try to take only tax courses that he teaches...Jack Surgent is my first tax instructor where I now feel I am actually developing a love of taxation. Thank you."
-Kathy W., CPA

"Jack is the best presenter of tax courses that I have ever encountered."
-Christopher W., CPA
"Jack Surgent is a fantastic instructor! He explained difficult concepts in a very understandable way and kept my attention for the full 8 hours which is not easy. I would highly recommend this course and instructor to anyone."
-Nathaniel C., Recent BFTU attendee

Surgent's Tax Update Instructor

Jack Surgent

Jack Surgent

CPA, Master's Degree in Taxation

Jack Surgent is the Founder and Chairman of Surgent, a 30-year leader in Continuing Professional Education (CPE). Over the last 30 years, Jack has made over 2,000 live presentations and personally trained over 56,000 CPAs. His down-to-earth, practical approach clearly emphasizes ways in which professionals can satisfy their clients’ needs and maximize their incomes. Jack also manages a 30-person CPA firm specializing in taxation and financial planning for high-net-worth individuals and closely held businesses.

Jack previously worked in the tax department of a Big Four accounting firm and was an assistant professor at St. Joseph’s University in Philadelphia. He received his bachelor’s degree in accounting from Villanova University and a master’s in taxation from Villanova University School of Law.

Tax Update Courses: Buying Options

Jack Surgent’s Tax Update Courses are available in a number of formats (live webinar, on-demand webcast, and live seminar). They may be purchased a la carte, as part of Surgent’s new Tax Update CPE Package, or as part of a Surgent Unlimited CPE package.

Purchase Tax Update CPE Package:

Surgent's Tax Update CPE Package Includes Your Choice of Any Two (2) of the Following 8-hour Courses for a Total of 16 CPE Credits (all taught by Jack Surgent):

Best Federal Tax Update (BFTU)

-OR-

Best Individual Tax Update (BITU)

-OR-

Best S Corporation, Limited Liability, and Partnership Update Course by Surgent (BCPE)

-OR-

Individual and Financial-Planning Tax Camp (IFCP)

Why Choose Surgent's Tax Update Package?

  • Earn 16 CPE credits in Tax

  • Pick live webinar or on-demand webcast

  • Save more than 15% vs. buying these courses individually--or 25% by buying before 6/30!

Recommended Course Combinations:

  • BFTU and IFCP

  • BITU and BCPE

  • BITU and IFCP

  • BCPE and IFCP

Pick the Course Format You Prefer for Your Package:

Live Webinar

Pick from dozens of scheduled dates up to 12 months from date of package purchase (click to see upcoming dates of BFTU, BITU, BCPE, or IFCP webinars)

  • Counts as live CPE credit (16 CPE credits)

  • No exams

  • Live Q&A

Save $129

with this package!

On-Demand Webcast

  • Take the course whenever it’s convenient for you

  • Counts as self-study CPE (16 CPE credits)

  • Watch the course as many times as you like for a full year

  • Includes instant online grading and CPE certificates delivered by email

Convenient,

On-Demand Format

Special Pricing & Discounts for Tax Update CPE Packages:

TAX UPDATE CPE PACKAGE
COURSE FORMAT


STANDARD
PRICING


Live Webinar

 


$349.00


On-Demand Webcast

 


$299.00


Group discounts are available for 4+ people attending together. Contact our team at 800-778-7436 or info@cpenow.com to learn more.

Or Purchase Individual Courses:

Best Federal Tax Update (BFTU)

Prices range from $155-239, depending on format.


Best Individual Tax Update (BITU)

Prices range from $155-239, depending on format.


Best S Corporation, Limited Liability, and Partnership Update (BCPE)

Prices range from $125-239, depending on format.


Individual and Financial-Planning Tax Camp (IFCP)

Prices range from $125-239, depending on format.

Already have a Surgent Unlimited CPE Package?

Click here to register for a Tax Update course using your package serial number.

Other Surgent Update Series You May Like:

Accounting & Auditing Update Series - Presented by Rich Daisley and Jennifer F. Louis


Government and Not-for-Profit Accounting and Auditing Update Series - Presented by Charlie Blanton

Need More CPE Credits?

Consider a Surgent Unlimited CPE Package

Interested in bringing this course into your firm?

Private webinars and live on-site courses are available. Learn more.

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2016 16 credit Tax Update Package (TX16)




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YOU HAVE ADDED THE FOLLOWING TO YOUR CART:

2016 16 credit Tax Update Package (TX16)




YOU ARE ADDING THE FOLLOWING TO YOUR CART:

2016 16 Credit Tax Update Package (TA16)




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YOU HAVE ADDED THE FOLLOWING TO YOUR CART:

2016 16 Credit Tax Update Package (TA16)




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