23SR-ZM02: The Best Federal Tax Update Course by Surgent (In-person)

Thursday, December 7, 2023
8:30am - 4:30pm Central Time
8 CPE (8 technical)  |  8 CFP  |  6.5 CLE  |  8 IRS CE
Arrowwood Resort and Conference Cntr, Alexandria

Prepare for tax season and beyond with this in-depth, continually revised federal tax update. Examine critical planning insights related to recently enacted legislation and IRS guidance, as well as major trends on the horizon that impact tax planning. Get the latest information on tax changes so you can advise clients, make smart planning moves and prepare effectively for tax season.

Major subjects

• Timely coverage of late-breaking tax legislation
• Inflation Reduction Act -- clean vehicle credits, residential clean energy credit, energy efficient home improvement credit and premium tax credit
• SECURE Act 2.0 -- expanding retirement plan enrollment, age change for required beginning date for mandatory distributions and new exceptions to penalty-free retirement plan withdrawals
• New Form 1099-K reporting requirements
• Sale of pass-through entity interest and net investment income tax
• Bonus depreciation
• Section 163(j)
• Section 174 research and experimental expenditures
• Residency and domicile
• Selling a principal residence, including tax planning strategies
• Virtual currency and recent developments with non-fungible tokens (NFTs)
• New FinCEN reporting requirements in 2024
• Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions and more
• Advanced practice and reporting issues intertwined with advanced planning and discussion ideas

Learning objective(s)

• Understand the latest enacted tax law changes
• Understand strategies and techniques to use in light of tax changes
• Understand current cases and rulings affecting individuals and businesses

Who should take this program?

Tax practitioners of all levels who need to know the latest tax law changes in all areas of practice

Fees

Not a member? Join the MNCPA to start saving on CPE and accessing members-only benefits.

Search CPE catalog