Back to Search

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


Dec. 12
1:00 - 4:30 p.m.

CPE Credits



PICPA Member: $169 | Nonmember: $219

 More Information

Course No.
A basic understanding of the tax rules relating to individual income tax

This webinar is hosted by PICPA's partner, Surgent CPE. After registering, you will receive an email from Surgent CPE with the log-in information.


Jack Surgent is back! This is your only opportunity to hear Jack present on tax planning this year. No other tax speaker can match Jack’s practical and energetic style. He has extensive knowledge of the changes brought about by the Tax Cuts and Jobs Act. 

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.


  • 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
  • New qualified opportunity funds and zones to reduce or eliminate capital gains taxes
  • The new Kiddie Tax and family income splitting opportunities
  • Section 179 expense elections and bonus depreciation: how to maximize the benefits under the new law
  • Charitable contributions: major tax advantages still exist
  • Tax planning with IRAs and HSAs
  • 529 Plans: new rules, new opportunities
  • Beating the estimated tax penalties with creative strategies
  • Bunching expenses and deferring income: the best ideas to consider before year-end
  • State and local tax deductions: what the IRS is saying now
  • New credit for employer-paid family and medical leave
  • Latest guidance on meals and entertainment


John M. Surgent, CPA
Managing Member
Surgent McCoy CPE, LLC

John M. Surgent, CPA, is the Founder and Chairman of Surgent, a 30-year leader in Continuing Professional Education (CPE). Surgent provides over 2,500 live days of seminars in tax, auditing, accounting, and other CPE topics, as well as over 1500 live webinars each year to CPAs and other financial professionals across the U.S. Over the last 30 years, Mr. Surgent has made over 2,000 live presentations and personally trained over 56,000 CPAs.

His down-to-earth, practical approach clearly emphasizes ways in which professionals can satisfy their clients’ needs and maximize their incomes. Mr. Surgent also manages a 30-person CPA firm specializing in taxation and financial planning for high-net-worth individuals and closely held businesses. Mr. Surgent has worked in the tax department of a Big Four accounting firm and was an assistant professor at St. Joseph’s University in Philadelphia. He received his bachelor’s degree in accounting from Villanova University and a master’s in taxation from Villanova University School of Law.

You May Also Like

Conference on Pennsylvania Taxes
July 29 | Harrisburg
Get an update on the latest developments and planning opportunities related to Pennsylvania taxes. ...
Conference on Pennsylvania Taxes
July 30 | Malvern
Get an update on the latest developments and planning opportunities related to Pennsylvania taxes. ...
Conference on Pennsylvania Taxes
Aug. 1 | Cranberry
Get an update on the latest developments and planning opportunities related to Pennsylvania taxes. ...