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24WS-0533: The Best Federal Tax Update Course by Surgent (Webinar)

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

Monday, July 15, 2024
10:30am - 6:30pm Central Time
8 CPE (8 technical)  |  8 CFP  |  8 IRS CE

Alternate dates & more options

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 BITU.

Major subjects

  • Comprehensive coverage of the Inflation Reduction Act, including:
  • The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit
  • Comprehensive coverage of theSECURE 2.0 Act, including:
  • Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans
  • Timely coverage of breaking tax legislation
  • New Form 1099-K reporting requirements
  • Detailed analysis and examples of Sale of Passthrough 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, including recent developments regarding 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, reporting, and other 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?

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

Fees

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.
Standard Member Fee $299.00
checkmark Standard Nonmember Fee $299.00

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. Learn more

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