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Events

Accounting and Tax Planning for Estates and Trusts - 10/12/2020 -
This program gives an introduction to fiduciary (book) accounting, the allocation of receipts and disbursements between income and principal under the Uniform Principal and Income Act, including how it impacts the calculation of the income...
SECURE Act: A Seismic Shift in Your Clients' Tax and Financial Plans - 10/13/2020 -
New legislation effective January 1, 2020. The SECURE Act could affect everything from required minimum distributions (RMDs) to inheritances. Perhaps the most significant change for your clients is the elimination of the "stretch" IRA in favor of...
AICPA's Federal Tax Update - 10/14/2020 -
Save time and keep current on the latest tax developments! This comprehensive course covers all legislative, judicial, and IRS developments of the past year with a focus on implementation and compliance. Discover how to effectively and...
Year-End Tax Planning: Thinking Outside the Box - 10/14/2020 -
Tax planning is more than an estimated tax calculation - it's a process. Where are we now and what can we change? This timely program will highlight significant 2018-19 tax legislation and Tax Cuts and Jobs Act developments, as well as discuss...
The Best Federal Tax Update Course by Surgent - 10/17/2020 -
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...
The Best Individual Income Tax Update Course by Surgent - 10/19/2020 -
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You...
Fiduciary Accounting for Estates and Trusts - 10/19/2020 -
Fiduciary accounting for trusts and estates is one of the least understood branches of accounting. Fiduciary accounting is not particularly concerned with recording income and expenses, but is obsessed with determining when receipts and...
Surgent's Monthly Tax Update with Mike Tucker and Jeff Jacobs - 10/20/2020 -
The Monthly Tax Update is designed to keep general tax practitioners current by providing them with the latest and most important tax developments relating to individual and business taxation. Tax professionals can be overwhelmed with new tax...
Tax Season Update with Steve Dilley - 10/20/2020 -
This course is designed to prepare practitioners for the upcoming filing season and covers any recent tax legislation occurring during 2020 affecting both your business and individual clients. Proposed regulations will be addressed, as well as...
The Best Federal Tax Update Course by Surgent - 10/20/2020 -
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...