The Best Federal Tax Update Course by Surgent (BFTU116)
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When: 11/01/2016
8:30 AM until 4:30 PM
Where: Doubletree by Hilton Lafayette
1521 W. Pinhook Road
Lafayette, Louisiana 
United States
Presenter: Deborah A. Phillips

Online registration is closed.
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Acronym BFTU116
CPE 8 hours
Vendor Surgent McCoy CPE
Level Update
Prerequisite Experience with individual and business clients
Adv Prep None
Who should attend

CPAs who need to know the latest tax law changes in all areas of practice

Registration Early Bird
(through 10/17)
(after 10/17)
Member $289 $339
CPA Non-Member $389 $439

The Member rate applies to LCPA members, reciprocal state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.


Last year, legislators and rulemakers delivered challenges and opportunities for individual and business tax clients. The Protecting Americans Against Tax Hikes (PATH) Act made some of the former so-called “tax extenders” permanent, further extended others, and changed the substance in some. Major changes to Social Security file-and-suspend and restricted application rules are forcing a total rethinking of many individual long-term planning strategies. The Affordable Care Act (ACA) tax compliance provisions continue to confound employers, with new requirements hitting their effective dates this year. These are a few of the changes that will affect your clients this year, and they will look to you to understand the issues and develop a plan that serves their best interests. Tax advisors will be fully updated on the most important legislative and regulatory developments of the season as well as major trends and changes in the case law. Included is full coverage of all tax implications with a view toward planning. Updated for coverage of the NEW Department of Labor exemption classification and overtime requirements.


  • Understand strategies and techniques for individuals to use in light of tax changes
  • Understand how the various rules for capitalization, depreciation, and expensing apply
  • Understand current cases and rulings affecting individuals and businesses


  • Update on major tax law changes, including the PATH Act of 2015 and Social Security changes in the Bipartisan Budget Act of 2015
  • Advanced practitioner issues
  • Health care reform: how employers report/where individuals stand
  • Review of pertinent cases and rulings regarding exclusions, character issues, retirement plans, travel and other items affecting your individual taxpayers
  • Practice aids, including numbers applicable for 2017 – inflation-adjusted amounts, mileage rates, retirement contributions, etc.
  • Recent developments with business entities, including C corporations, S corporations, partnerships, and LLCs
  • The latest on depreciation and safe harbor expensing options, including the $2500 de minimis expense item
  • The latest issues related to passive activities, substantiation and any other late-breaking tax law changes