Surgent Tax Update Course Description
The most comprehensive tax reform since the mid-1980s has been ushered in under The Tax Cuts & Jobs Act. New tax brackets take effect in 2018. The standard deduction will see increased utilization, and the personal exemption is gone—just as gone as the long-outlawed practice of deducting credit card interest. 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 aspects of tax reform as well as major trends on the horizon with a view toward planning. Individual, partnership and corporate taxation, as altered by tax reform, will be included.
Presenter: Claire O’Neal, CPA
Claire has managed her own tax practice for more than 30 years, and serves clients in a variety of areas. Her specialties include in family partnerships, trusts and wealth transfer. Claire also has experience developing and managing closely held businesses, as well as working with international tax clients. She has won numerous awards for her skills and knowledge, including the National Arthur Andersen Tax Challenge.
CPE Credits: 8
Field of Study: Taxes
Level of Knowledge: Basic
Delivery Method: In-Person Group Session
These are live-group seminars. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Jason McKeever at 701.476.8773.
Take a deeper dive into this Insight’s subject matter.Tax