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 8, 2022

Nashville Account Fest: Federal Tax Update

December 8, 2022 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

  • William F. Taylor, CPA

Vendor

Surgent McCoy CPE LLC

Description

Both businesses and individual clients face major changes as a result of tax reform, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest cases and rulings applicable to individual and business clients. Continually updated to reflect enacted legislation.

A Live Stream version of this event is available here.

Prerequisites

Experience with individual and business clients

Nashville Account Fest: Key Partnership and S Corporation Tax Planning Strategies

December 8, 2022 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

  • William F. Taylor, CPA

Vendor

Surgent McCoy CPE LLC

Description

Most of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course focuses on the special concerns and techniques the practitioner needs to thrive in this market.

A Live Stream version of this event is available here.

Prerequisites

Experience with business clients

December 9, 2022

Nashville Account Fest: Select Estate and Life Planning Issues for the Middle-Income Client

December 9, 2022 8:00am - 11:30am (Central Time)

Your Price: $219.00

Credit Type:

Taxes (4.00) CFP (4.00) CLE (3.33)
4.00 credits
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Facilitators

  • William F. Taylor, CPA

Vendor

Surgent McCoy CPE LLC

Description

Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all CPAs who work with middle-income clients and are looking for ways to provide additional quality services. Updated for developments relative to estate tax changes.

A Live Stream version of this event is available here.

Nashville Account Fest: Guide to Payroll Taxes and 1099 Issues

December 9, 2022 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

  • William F. Taylor, CPA

Vendor

Surgent McCoy CPE LLC

Description

Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business and IRS penalties for noncompliance have risen dramatically in recent years. As a result, they have also been subject to employer incentives. The Service has announced that uncovering noncompliance by employers ranks high on its audit list. This course presents an overview of employee versus independent contractor criteria, the federal payroll taxes form, Form 1099 and related compliance issues.

A Live Stream version of this event is available here.