Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
4.00 Credits
Member Price $159
Non-Member Price $179
Overview
Getting ready for busy season involves not only knowing what’s new for the current year, but also understanding how the changing limits, phaseouts and other rules apply to current-year returns. With major legislation enacted over the past few years, the present course will constitute a one-stop “shop” that brings you the essential individual tax information. In addition, this course provides an up-to-date review of important tax form changes, new tax forms, new limitations, key developments as they are reflected in the IRS forms, and IRS filing issues and deadlines that will be invaluable to attendees who prepare tax returns during busy season.
Highlights
- Timely coverage of breaking tax legislation
- A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation
- Hot, hidden, or miscellaneous developments affecting the upcoming tax season
- Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season
- Key new tax and practice developments and how they impact the current-year tax forms for individuals
Prerequisites
Basic familiarity with tax rules relating to individual and pass-through entity taxation for the current tax year
Designed For
Any tax practitioner preparing or reviewing individual income tax returns for the current tax year
Objectives
- Understand which income tax returns and schedules have changed for individuals and pass-through entities
- Identify the legislative, administrative, and judicial developments that affect the income tax returns and schedules of individuals and pass-through entities
Preparation
None
Leader(s):
Leader Bios
Nicole DeRosa
Nicole M. DeRosa is a Senior Tax Manager with Wiss & Company, LLP and has more than 12 years of public accounting experience, specializing in taxation for closely held businesses and individuals. In addition to working with clients in an array of industries, she was also an adjunct professor at Raritan Valley Community College where she taught Tax Accounting for Individuals for four years. Ms. DeRosa is a member of the New Jersey Society of Certified Public Accountants and is active on the Content Advisory Board, Federal Taxation Interest Group, and Emerging Leaders Interest Group; she is a Chairperson of the Emerging Leaders Council. In 2015, she was awarded “30 Under 30” by the NJCPA, which recognizes young professionals who are making a name for themselves in the New Jersey accounting landscape. In 2019 she was awarded the “Women to Watch” Ovation Award, which applauds the growth and success of female members for their leadership, potential, contributions, and commitment to fostering the success of their colleagues. Most recently Ms. DeRosa was named to the 2020 edition of NJ BIZ’s Power 50 List, which accounts for the most influential men and women in the accounting profession helping to keep the states’ business on track. She is active in various charitable organizations, such as St. Jude’s and the American Heart Association. Ms. DeRosa is a graduate of Fairleigh Dickinson University, with degrees in Accountancy and Master of Science in Accountancy.
Non-Member Price $179
Member Price $159