In Person Nashville Tax Account Fest

The below courses are the in-person tax courses offered during Nashville Account Fest. 

Note: you do not need to select a course for each day - you may choose a single event for this cluster if you wish.

December 7, 2023

Nashville Account Fest: Individual Income Tax Update

December 7, 2023 8:00am - 11:30am (Central Time)

Your Price: $219.00

Credit Type:

Taxes (4.00) CLE (3.33)
4.00 credits
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Facilitators

  • John M. Kilroy

Vendor

Surgent McCoy CPE LLC

Description

This highly informative course will bring you up to speed on the latest in individual tax law developments and the corresponding or responsive planning opportunities available to your clients. You will come away from the course ready to educate your individual tax clients and implement tax-savings ideas that will serve their ever-evolving needs. Continually updated to reflect enacted legislation.

Prerequisites

Experience in individual tax planning

Nashville Account Fest: S Corporation, Partnership and LLC Tax Update

December 7, 2023 1:00pm - 4:30pm (Central Time)

Your Price: $219.00

Credit Type:

Taxes (4.00) CLE (3.33)
4.00 credits
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Facilitators

  • John M. Kilroy

Vendor

Surgent McCoy CPE LLC

Description

If you are a practitioner who wants the latest information on tax changes affecting your business clients or employers, then you should take this enlightening course. You will learn invaluable knowledge, strategies, techniques, innovative tax-planning concepts, income-generating ideas and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. Continually updated to reflect enacted legislation.

Prerequisites

Experience with pass-through entity clients

December 8, 2023

Nashville Account Fest: Maximizing Your Social Security Benefits

December 8, 2023 8:00am - 11:30am (Central Time)

Your Price: $219.00

Credit Type:

Taxes (4.00) CLE (3.33)
4.00 credits
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Facilitators

  • John M. Kilroy

Vendor

Surgent McCoy CPE LLC

Description

The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad other related retirement planning issues.

Prerequisites

Basic knowledge of retirement planning

Nashville Account Fest: Securing a Comfortable Retirement

December 8, 2023 1:00pm - 4:30pm (Central Time)

Your Price: $219.00

Credit Type:

Taxes (4.00) CLE (3.33)
4.00 credits
Show course details

Facilitators

  • John M. Kilroy

Vendor

Surgent McCoy CPE LLC

Description

This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.

Prerequisites

Basic knowledge of retirement planning