Surgent's Essential Depreciation and Expensing Update

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Friday, December 14, 2018 @ 8:30am 12:00pm
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Description

Individuals, corporations, partnerships, LLCs, trusts, estates, and nonprofits all utilize two of the most often prepared tax forms -- Form 4562 -- Depreciation and Amortization, and Form 4797 -- Sales of Business Property. This course provides a quick dissection of both of these complicated forms. New to experienced tax preparers may utilize this manual for all tax returns/entities they prepare. This reference manual contains many examples and cases to illustrate the most important points CPAs need to be aware of.

Credits

Category Amount
Taxation 4.00

Course Materials

Links to the e-materials will be listed with your course registration in your account on the MSCPA website seven calendar days before the course. You will receive an e-mail when the materials are available.

The option to request printed materials is only available up to 5 business days prior to the course date. Walk-in registrants and those registering between 1 and 5 days before the course will be sent an electronic link to the e-materials by default. “Extra” printed course materials will not be available on site. Printed materials are not available for conferences.



Leaders

Jan F. Lewis

Jan Lewis is a Tax Partner with Haddox Reid Eubank Betts PLLC in Jackson, MS. Her responsibilities include income and estate tax planning, research, and compliance for individual and business clients. Her areas of practice include healthcare, oil & gas, construction, real estate, and high net worth individuals. She has taught continuing education classes throughout Mississippi and nationwide in the areas of income tax planning, business tax matters, and S Corporation tax issues, and has given presentations on financial literacy, current tax policy, and other tax issues to various groups across the state. She has also authored articles on tax matters for the Tax Adviser publication of the AICPA's Tax Division.

Jan is active in the Mississippi Society of CPAs, serving as an at-large member of the MSCPA Board of Governors, and previously served as Chairman of the Society. She has served as an officer of the Society’s Central Chapter, and as a trustee of the Mississippi Tax Institute. Jan is also a member of the MSCPA's Long Range Planning Committee and the MSCPA's Young CPAs Liaison Committee. She has served as the MSCPA’s elected representative to the AICPA Council, and on the AICPA Life Insurance and Disability Plans Committee. She is currently a member and past chair of the AICPA's Tax Practice and Procedures Committee.

Jan is a native of Jackson, MS, and a 1985 Summa Cum Laude graduate of Mississippi State University. She is a member and past chairperson of the Adkerson School of Accountancy Advisory Board at MSU, and was selected as the MSU College of Business's Alumni Fellow for 2016. She was chosen as MSU Beta Alpha Psi Alumnus of the Year in 2000.

Jan is active in her community, serving as a board member and finance committee chair of the Community Foundation of Greater Jackson. She attends Broadmoor Baptist Church in Madison, MS. Jan and her husband, John live in Jackson with their dogs, Griffin, Annie and Connie.