Endorsed by Curators:
Dec 15 8:00AM - 4:00PM
REGISTRATION STATUS: OPEN - Register today! We're delighted to have you attend. You will learn: The most important tax issues that will require your attention in 2008. Review the major trends and changes in the case and regulatory law. Highlights: * Circular 230 and its focus on CPAs * Key cases, rulings, and tax law changes affecting individuals * Estate and gift tax: What should be done in 2008, 2009, and 2010? * Compensation issues: W-2, 1099, and deferred and stock options * Dividends * Kiddie Tax and new age limits * Travel and entertainment: What can be deducted? * Alimony and other intrafamily transfers * Retirement distributions: Timing is everything * Charitable and medical expenses, and the choices to make * Identify what tax credits individuals may claim * Recent developments with business entities, including C corps, S corps, partnerships, and LLCs * Self-employment and other payroll tax issues * Issues in maximizing depreciation and amortization * Substantiation: The key to business deductions * Practice aids, including the 2008 inflation-adjusted amounts, mileage rates, and more Date: Monday, December 15, 2008 Time: 8:00AM - 4:00PM (Registration at 7:30AM ) Facility: Penn State Great Valley, Malvern CPE Credit: 8 Tax Instructor: John M. Surgent, CPA Developer: Surgent McCoy CPE, LLC Course Level: Update Fee: $225 PICPA Members, $275 Non-Members ClassPass coupons / fee: 1 / $0 CLE credits / fee: Yes / $50 Note: Accepted for CFM and CMA credits.