The Best Federal Tax Update Course by Surgent - VIRTUAL
8.00 Credits
Member Price $275
Non-Member Price $375
Overview
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRSguidance, as well as major trends on the horizon with a view toward planning considerations. This update course isdesigned for all practitioners, both those working in public accounting as well as those in private industry, who need thelatest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be takentogether with BITU.
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, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements
- Comprehensive coverage of the SECURE 2.0 Act, including:
- Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance
- Timely coverage of breaking tax legislation
- Form 1099-K reporting requirements
- Detailed analysis and examples of Sale of Pass-through Entity Interest and Net Investment Income Tax
- The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule
- New FinCEN reporting requirements under the Corporate Transparency Act in 2024
- Employee Retention Tax Credit updates
- 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
Prerequisites
Experience with individual and business clients
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
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
Preparation
None
Leader(s):
Leader Bios
Christopher Wills, Surgent McCoy CPE, LLC
Chris Wills, is a partner with MillerSearles LLC. He has been affiliated with the firm, as well as its predecessor, for over 20 years. Prior to that time, he had approximately 4 years of “Big 4” experience in a tax department with KPMG Peat Marwick. He graduated in 1989 from the University of Maryland with a Bachelor of Science degree, Magna Cum Laude. His primary area of expertise includes individual and corporate tax planning and consulting. He is the tax partner in the firm who spends much of his time researching technical tax issues as well as reviewing business and individual tax returns. He has worked with numerous industries including warehousing and logistics, health care, and retail and wholesale sales.
Non-Member Price $375
Member Price $275
Registration for this event is closed.