The Best Federal Tax Update Course By Surgent (BFTU25)

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Date:Tuesday, December 16, 2014
Time:8:30am - 4:45pm (Registration at 8:00am )
City:Ft. Myers
Facility:Holiday Inn Fort Myers Airport @, Ft Myers
CPE Credit:8 Technical Business
Instructor: James A. Vastarelli
Vendor:Surgent McCoy CPE, LLC
Course Level:Update


This is a Value-Priced CPE seminar. Value-Priced CPE seminars are offered at a tremendous discount to you, yet provide the same great course, materials and instructors as our standard CPE seminars. Lunch for the Value-Priced seminars will not be included. We've selected facilities that offer convenient access to dining locations and have lengthened the lunch break to accommodate travel if necessary. Please click here for further information on Value-Priced CPE seminars.

Both business and individual clients will be affected by all of the tax changes set to occur in 2013, requiring that the tax advisor engage in extensive tax planning. Not only will you be updated on the most important tax issues that require your attention, but this course will also review the major trends and changes in the case and regulatory law. Included is full coverage of all tax changes together with continuing coverage of health care and estate and gift tax reform.

Participants will be able to understand strategies and techniques to use in light of tax rate changes; understand what pass-through can do in light of health care and tax rate changes and understand current cases and rulings affecting individuals and businesses

Major Topics:
  • How the changes in tax rates affect tax planning for individuals and businesses
  • New tax on net investment income: planning to avoid the pitfalls
  • Retirement plans: the best planning strategy?
  • Capital gains: what tax rates apply
  • Historic low interest rates: tax strategies clients should consider: how long will they remain low?
  • How health care reform impacts income tax planning now and in later years
  • Estate planning: current strategies
  • Does the gift tax exclusion promote income shifting?
  • Travel and entertainment: overlooked and overused?
  • Substantiation: the Service's attack on record-keeping
  • Other late-breaking tax law changes
  • Practice aids, including the 2013 inflation-adjusted amounts, mileage rates and more
  • Recent developments with business entities, including C corporations, S corporations, partnerships and limited liability companies
  • Review of the year's most important tax cases, revenue rulings, PLRs, etc.

Who Should Attend:
CPAs who need to know the latest tax law changes in all areas of practice

Experience with individual and business clients


Qualifies for CFP credit

FICPA Seminar EZMaterials! Instead of picking up paper manuals at the event, you’ll be able to download the EZMaterials as searchable PDFs to your laptop, tablet or other device seven days before the event. For an additional fee you may choose to purchase a hardcopy of the seminar manuals. If requested during registration at least eight days prior to the course, your hardcopy will be available for pickup at the event. Click here for more information.


Early Bird Price: $200 FICPA Members, $325 Non-Members

Regular Price on 12/7/2014: $255 FICPA Members, $380 Non-Members

Tuesday, December 16, 2014
Choose your event manual type (select only 1)
I will download the EZMaterials electronic course manual

I would like a hardcopy course manual for an additional $15, plus the EZMaterials electronic manual