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.
John L. Evanich, Jr., CPA
John is a retired tax partner, formerly with CohnReznick, LLP—the 10th-largest CPA firm in the country. For more than 40 years, John specialized in working with professional service businesses, LLCs, LLPs and S-corporations on tax planning and other tax matters important to them. John has represented taxpayers on hundreds of IRS appeals and court petitions. With over 40 years of experience in public accounting, John is a past president of the Connecticut Society of CPAs (CTCPA), a past member of their Board of Governors and a former trustee of their Educational Trust Fund. He is also a former member of AICPA Council.
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