Jack Surgent

Jack Is Back!

Jack Surgent Presents:

The New Tax Law - Valuable Strategies for Year-End Individual and Small-Business Tax Planning Webinar

"Fantastic webinar today! He talks on a level we all understand."
-- Jack Surgent Fan & Webinar Enthusiast Geralyn Cegelski Testa

No other tax speaker can match Jack’s practical knowledge and energetic style. He's returning for a limited time to share his insights on the changes brought about by the Tax Cuts and Jobs Act.  


"Jack Surgent is simply the best! He always delivers pertinent information for my practice."

Carl H. Vulcan, CPA      
Cantanese Group

The new tax law has significantly changed the way practitioners should look at year-end tax planning for individuals. With changes in brackets, loss of itemized deductions, AMT, passive loss rules, increased expense options, and much more, now is the time to focus on the best planning opportunities for your individual and small-business clients.

Highlights Include

  • Review of the new tax law changes with a laser focus on what to do by year-end to save your client’s taxes
  • Strategies to reduce AGI since itemized deduction opportunities are significantly reduced
  • The complicated planning issues of dealing with material participation, real estate professionals, capital gain and loss issues, and the 3.8%
  • Net Investment Income Tax
  • And much more!

"Jack Surgent seems to always have his finger on the pulse of Washington. His analysis of regulatory changes affecting tax matters is always fresh!"

Joseph P. O'Connor, CPA  

"A Catholic goes to the Pope for guidance; a CPA goes to Jack Surgent."

Walter G. Meisinger, CPA
Corrado Management Services LLC