Jack Surgent Presents... New Tax Law: Valuable Strategies for Year-End Individual and Small-Business Tax Planning (JSTS)

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 clients. Join Jack Surgent for this special 4-hour webinar, the only opportunity to hear Jack present on tax planning this year. No other tax speaker can match Jack's practical and energetic teaching style, as well as his extensive knowledge of the changes brought about by The Tax Cuts and Jobs Act. You will leave with strategies you can put into practice right away to help your clients and maximize your income. Note: For coverage of the Section 199A 20% deduction, please see Surgent's 4-hour course on this topic: https://bit.ly/2QU8NlZ


  • Advise individual and small-business clients on implementing year-end tax planning strategies based on tax reform


  • A review of the new tax law changes with a laser focus on what to do by year-end to save client’s taxes
  • Strategies on how 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 understanding 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
  • …and much more

Additional Information

Designed For

All CPAs who wish to learn the best tax planning strategies for individuals and small businesses to consider before year end.



Advanced Preparation



A basic understanding of the tax rules relating to individual income tax

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