Taxes

Cost Segregation, South Carolina/Georgia Tax Credits, R&D (LITX49/25)

By |2024-12-16T12:20:13-05:00December 11th, 2024||

Unlock the potential of tax-saving strategies with Specialty Tax Group's 1-hour CPE course on Cost Segregation, South Carolina/Georgia Tax Credits, and R&D Tax Incentives. Presented by experts John Hanning and Brian Wages, this session will cover...

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South Carolina/Georgia Tax Credits, R&D (LITX50/25)

By |2024-12-17T12:20:11-05:00December 11th, 2024||

Discover valuable tax-saving opportunities with Specialty Tax Group’s 1-hour CPE course on South Carolina/Georgia Tax Credits and R&D Tax Incentives. Led by tax expert Brian Wages, this course will provide a detailed overview of state-specific ...

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Cost Segregation (LITX48/25)

By |2024-12-16T12:20:15-05:00December 11th, 2024||

Join Specialty Tax Group for a 1-hour CPE course on Cost Segregation, led by industry expert John Hanning. This course will demystify the process of cost segregation and demonstrate how it can accelerate depreciation, maximize tax savings, and improv...

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Impact of 2024 Elections At the Crossroads: Federal Tax Consequences and Planning (LITX47/25)

By |2024-12-10T12:20:15-05:00December 3rd, 2024||

The 2024 U.S. national elections have turned the federal world upside down again. This course takes a well-grounded look at the President elect’s campaign promises, expiring tax legislative provisions and likely agenda.
 
While the S...

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Research & Development Tax Credits (LITX42/25)

By |2024-12-10T12:20:16-05:00July 11th, 2024||

This topic will cover the fundamentals of the Research and Development (R&D) Tax Credit. Our experts will go over the history and recent developments, project qualifications, calculating the benefits, the chronology of a typical project and common issues. Enrolled Agent Approved

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Tangible Property Repair Regulations (LITX41/25)

By |2024-12-09T12:21:21-05:00July 11th, 2024||

The Final Tangible Property Repair Regulations are in full effect, yet many taxpayers are not in compliance or are missing opportunities to take full advantage of these new rules. This session covers compliance requirements as well as potential ta...

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Surgent’s Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (SSTX191/25)

By |2024-08-22T19:02:38-04:00June 22nd, 2024||

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, ...

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Surgent’s Preparing Individual Tax Returns for New Staff and Paraprofessionals (SSTX198/25)

By |2024-08-22T19:48:09-04:00June 22nd, 2024||

The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a moderately complex federal individual income tax return (Form 1040). Over the years, thousands of new staff hav...

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Surgent’s Individual Income Tax Update (SSTX121/25)

By |2024-08-22T20:55:51-04:00June 22nd, 2024||

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 ...

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Surgent’s Guide to Calculating S Corporation Shareholder Stock and Loan Basis (SSTX133/25)

By |2024-08-22T23:30:24-04:00June 22nd, 2024||

This program discusses, in a practical way, how an S corporation shareholder calculates their stock and loan basis on Form 7203. Form 7203 is the new IRS Form on which a shareholder is sometimes required to calculate their stock and loan basis. This ...

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Surgent’s Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (SSTX244/25)

By |2024-08-22T23:27:09-04:00June 22nd, 2024||

Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, w...

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Surgent’s Key Partnership and S Corporation Tax Planning Strategies (SSTX125/25)

By |2024-08-22T22:04:24-04:00June 22nd, 2024||

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 ...

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Surgent’s Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers (SSTX222/25)

By |2024-08-23T00:21:12-04:00June 22nd, 2024||

Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of check...

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Surgent’s Real Estate Tax Boot Camp (SSTX206/25)

By |2024-08-23T00:20:14-04:00June 22nd, 2024||

This course is a `deep dive' into all things real estate tax-related for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acqui...

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Surgent’s S Corporation, Partnership, and LLC Tax Update (SSTX114/25)

By |2024-08-23T00:36:10-04:00June 22nd, 2024||

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-plannin...

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Surgent’s Form 1040 Return Review Boot Camp for New and Experienced Reviewers (SSTX138/25)

By |2024-08-22T23:28:26-04:00June 22nd, 2024||

Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of check...

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Surgent’s Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations (SSTX240/25)

By |2024-09-12T09:10:11-04:00June 22nd, 2024||

The course provides a comprehensive, hands-on, pencil pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the ...

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