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Webinar

The Best Federal Tax Update Course by Surgent

Wednesday, Sept. 17, 2025
10:30 a.m.-6:30 p.m. Central
8 CPE (8 technical)  |  8 CFP  |  8 IRS CE

Course code: 25WS-1014
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In this continually revised course, tax advisers 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

  • Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate
  • President Trump's tax proposals - review key components of President Trump's tax agenda, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions
  • Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates
  • Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool
  • Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities
  • Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection
  • Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms
  • Sale of Passthrough Entity Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT) applies to these transactionsThe Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status
  • Timely coverage of breaking tax legislation
  • 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.
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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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