The Best Federal Tax Update Course by Surgent

Overview

In this continually revised course, tax advisors will be fully updated on the most recently 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.

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

Highlights

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 the SECURE 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

Designed For

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

Prerequisites

Experience with individual and business clients

Preparation

None

Notice

By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy. https://www.ctcpas.org/events/cpe-policies

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Susan Smith, Surgent McCoy CPE, LLC

Leader Bios

Susan Smith, Surgent McCoy CPE, LLC

Susan Smith, CPA Susan Smith manages her own firm specializing in tax planning for individuals and business owners and is also a frequent speaker at tax conferences. Smith was a Senior Manager in the tax departments of Price Waterhouse and Peat Marwick (the predecessor of KPMG). While at Price Waterhouse, she also held the national specialist designation for the real estate and partnership tax practices. During her time at Peat Marwick, Smith led the real estate and tax practices locally. She was an associate adjunct professor at Widener University in the master’s taxation program. Her ratings have consistently exceeded 4.8 on a scale of 5.0. Smith is a four-time recipient of the James L. McCoy Discussion Leader of the Year Award for excellence in teaching. And in 2015, 2016, and 2018, she received the Surgent Outstanding Discussion Leader Award because of her consistently high evaluations for knowledge and presentation skills. Smith earned her Bachelor of Business Administration degree with an accounting concentration, from the University of Toledo.

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