Tax

Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement

You Will Learn: How to help your clients implement tax-effective investment and portfolio strategies for successful wealth accumulation and real after-tax retirement income maintenance.
Philadelphia – June 23
Mars – Oct. 20

Make Money for You and Your Clients: Surgent McCoy’s Top Business Tax Planning Strategies

You Will Learn: How to apply key techniques that will increase revenue for you, your firm, and your clients. Get answers to tough questions regarding tax planning and strategies for the closely held business.
Hershey – July 29
Offered during the Education Summit!
Malvern – Nov. 7
Mars – Nov. 21

Tax Issues for the Contractor and Homebuilder

You Will Learn: The applicable revenue recognition and accounting methods required for long-term contracts. Get a detailed analysis of the tax accounting methods for homebuilding activities. Explore the IRC Code Section 460 and related IRS Regulations Section 1.460. Discuss compliance requirements and pitfalls. Discuss IRC Section 263A and its applicability to contractors and developers.
Malvern – Aug. 7
Mars – Nov. 21

The Top 50 Business Tax Bloopers and Blunders and How to Fix Them

You Will Learn: To recognize business transactions that have significant tax effects and the need to do proper planning. Learn practical skills to recognize the top errors made in compliance and tax planning for business entities, as well as how to avoid them and plan for a better tax result.
Mars – July 24
Philadelphia – Sept. 23
Bethlehem – Sept. 26
Harrisburg – Nov. 3

The Top 50 Tax Bloopers and Blunders in Real Estate Investments and How to Fix Them

You Will Learn: To identify and avoid the major tax errors in a real estate investment. Learn to advise clients on the best available practical planning strategies.
Mars – July 25
Malvern – Oct. 28

Comparing and Contrasting the Tax Aspects of S Corporations, Partnerships, C Corporations, Sole Proprietorships, and Limited Liability Companies

You Will Learn: Practical guidelines, planning opportunities, and potential pitfalls in developing a business structure.
Malvern – July 21
Mars – Dec. 2

The Complete Guide to Liquidation of Business Entities

You Will Learn: The technical tax and business issues in liquidating C corps, S corps, partnerships, and LLCs.
Malvern – June 13

Surgent McCoy’s Advanced Critical Tax Issues for S Corporations

You Will Learn: Complex issues of S corps and their practical implications. Go beyond the basics and learn the critical issues.
Trevose – July 11
Mars – July 23

Surgent McCoy’s Handbook for Mastering Basis, Distributions and Loss Limitation Issues for the S Corporations, LLCs, and Partnerships

You Will Learn: Practical applications of basis and distribution concepts when dealing with flow-through business entities.
Hershey – Aug. 1
Offered during the Education Summit!
Mars – Sept. 30
Malvern – Nov. 3

Surgent McCoy’s Limited Liability Company and Partnership Tax Return Preparation Workshop

You Will Learn: Tax return preparation issues for LLCs and partnerships, with an emphasis on the preparation of Form 1065 and Schedule K-1. Gain a thorough understanding of federal income tax laws for including basis calculations.
Mars – June 24
Trevose – June 30

Conference on Pennsylvania Taxes – Register Now!

Coraopolis – July 18
State College – July 21
Harrisburg – July 22
Malvern – July 23