surgentcpe.com
surgentcpe.com

It's time for tax camp!

Email sent: May 21, 2020 2:00pm

Is this your brand on Milled? You can claim it.

Learn individual + financial-planning strategies that can really have an impact on client lives, while bringing value to you & your firm
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Surgent's Individual and Financial-Planning Tax Camp (ifcp) • 5/28 @ 9AM ET • 8 CREDITS • $259

Each year brings its own set of tax planning challenges, and the current year is certainly no exception. This highly informative webinar aims to arm tax planners with planning strategies and ideas that wealthy clients, middle-income clients, and closely held business owners will need to consider right now to take advantage of both present opportunities and plan for future tax advantages. Major topics of discussion will include:

  • The SECURE Act, including IRA and RMD changes
  • The CARES Act changes, including QIP technical correction and section 461(l) limitation
  • Overview of postponed tax filing and payment deadlines due to COVID-19
  • Review of pertinent changes from tax reform... and more!

Attend this top-rated course and learn how to go beyond basic tax and financial planning techniques. Multiple live webinar dates/times and self-study options are available.

BUY NOW

Click here for courses and resources on the COVID-19 pandemic and subsequent legislation. Plus, follow our blog for the latest insights on these important topics. Are you experiencing financial hardship during this time? Don't hesitate to contact our customer service team to discuss pricing options: info@surgent.com or 1-800-778-7436.


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United States

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