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Webinar

The Best Federal Tax Update Course by Surgent

If you have questions about this event, please call us at 952-831-2707.

Saturday, Dec. 2, 2023
8 a.m.-4 p.m. Central
8 CPE (8 technical)  |  8 CFP  |  8 IRS CE

Course code: 23WS-1131
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In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with The Best Individual Income Tax Update Course by Surgent.

Major subjects

  • Comprehensive coverage of the Inflation Reduction Act of 2022 and the SECURE 2.0 Act of 2022
  • Timely coverage of breaking tax legislation
  • Schedules K-2 and K-3 reporting requirements
  • Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations
  • Donor Advised Funds
  • Residency and Domicile
  • Selling a principal residence, including tax planning strategies
  • The Independent Contractor vs. Employee Conundrum continues
  • An overview of virtual currency, including recent developments
  • State of the IRS
  • Section 162(m) Executive Compensation
  • Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more
  • Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas

Learning objectives

  • 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?

  • Accounting and Finance Professionals who need to know the latest tax law changes in all areas of practice, whether newly licensed or a seasoned professional

Pricing

Standard Member Fee $299.00
checkmark Standard Nonmember Fee $299.00
Our records indicate you are a nonmember. If you register, you will be charged $299.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

More program information

Instructor Robert Lickwar, CPA
Location Online
Area
of study
Taxation
Field(s)
of study
Taxes - Technical (8.0)
Level Update
Format Group Internet Based
Sponsor Surgent
NASBA ID#: 103212
Prerequisites Prereq. Experience with individual and business clients
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
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If you have questions about this event, please call us at 952-831-2707.