Courses

Surgent's Federal Tax Update On-Demand Webcast

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Member Price: $129.00 Non-Member Price: $189.00

Developer:: SURGENT MCCOY SELF-STUDY CPE, LLC
CPE Credits:: Taxes: 4.00
Fields of Study:: Taxes
Level:: Update

Both businesses and individual clients face major changes as a result of tax reform, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest cases and rulings applicable to individual and business clients. Continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BIT4.

Objective

Understand strategies and techniques to use in light of new legislation
Understand the latest enacted tax law changes
Understand current cases and rulings affecting your clients

Highlights

Coverage of the SECURE 2.0 Act of 2022
Comprehensive coverage of the Inflation Reduction Act of 2022
Timely coverage of breaking tax legislation
Student loan forgiveness considerations
SBA Disaster Loans (Hurricane Ian)
Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations
Donor Advised Funds
Residency and Domicile
Selling a Principal Residence, including planning strategies
A comprehensive overview of virtual currency, including important tax considerations in light of increased IRS scrutiny
Implications of proposed legislation for both individuals and businesses
How the Code affects tax planning for individuals and businesses

Designed For

Accounting and Finance Professionals who need to know the latest tax law changes in all areas of practice

Prerequisite

Experience with individual and business clients

Advanced Preparation

None