2025 Summer Tax Rewind - Oklahoma Society of CPAs

Overview

U.S. federal tax and its impacts

In this Tax Rewind quarterly webcast series, Art Auerbach, CPA, CGMA, will focus on the latest U.S. federal tax and its impacts on individuals and businesses.

We’ll discuss:

Tax planning strategies

Legislative changes

The latest in IRS tax practice and procedures

Highlights

Proposed tax law changes and fundamental tax reform discussions

Tax practice and procedures, best practices and reminders

Recent changes to IRS regulations and other guidance

Prerequisites

Basic knowledge of tax compliance and planning

Designed For

Medium firms

Small firms/sole practitioners

Small/medium businesses

Objectives

Analyze and evaluate legislative and regulatory tax developments.
Distinguish recent tax law changes and regulatory interpretations for clients and how those developments apply to them.
Identify new tax planning opportunities for clients.

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Alan Auerbach, Surgent McCoy CPE, LLC

Leader Bios

Alan Auerbach, Surgent McCoy CPE, LLC

Arthur Auerbach, CPA, is a sole practitioner specializing in planning for individuals and closely held corporations. He is former chairman of the Federal Taxation Committee of the District of Columbia Institute of CPAs and serves as a member of that committee. He was also a member of the Board of Governors of the District of Columbia Institute of CPAs. Auerbach was formerly an editor for the Research Institute of America and a tax partner for a large regional CPA firm. His 38 years of experience also includes a position as an adjunct assistant professor at Pace University in New York where he taught intermediate and cost accounting. He has written many articles and is co-author of several books. He holds a B.B.A. from Pace University.

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