Vermont Society of Certified Public Accountants
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Surgent's Federal Tax Update

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Member Price: $219.00
Non-Member Price: $219.00

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Date/Time:
Jan 13, 2027, 9:00am–12:30pm
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 new legislation, 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

  • Comprehensive coverage of individual provisions of the One Big Beautiful Bill Act, including but not limited to:
    • TCJA provisions made permanent
    • New Tip Income Deduction
    • New Overtime Pay Deduction
    • New Car Loan Interest Deduction
    • New Temporary Senior Deduction
    • Expanded SALT Cap
    • Trump Accounts
  • Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to:
    • Bonus Depreciation made permanent
    • Increased §179 deduction
    • Changes to §174 R&E Expenditures
    • Changes to §163(j)
    • Form 1099/1099-K changes
  • Qualified Small Business Stock Exclusion 
    • The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges and employer reporting responsibilities
    • Timely coverage of breaking tax legislation
    • 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

    Prerequisite

    Experience with individual and business clients

    Advanced Preparation

    None
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