Surgent's Federal Tax Update

Available Anytime
Location: Online
4Credits
Technical Business
Registration is Open
FICPA Members
$129.00 Regular Price
Nonmembers
$189.00 Regular Price
Product Code: SU24-BFT4-SSWC
Level: Update
Vendor: Surgent
Field of Study: Taxes

Overview:

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.

Objectives:

  • 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

Major Topics:

  • 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, 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
  • Bonus depreciation in 2023
  • Section 174 Research and Experimental Expenditures
  • New FinCEN reporting requirements in 2024
  • 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

Additional Info:

You will receive an email from info@surgent.com with instructions on how to log onto your course shortly.  If you do not receive the email within the hour, please check your spam filter.

For technical support, registration questions or other customer service-related inquiries, please call (800) 778-7436 or email info@surgent.com. Phones are staffed from 8:30 a.m. to 5:00 p.m. Eastern Time, Monday through Thursday, and 8:30 a.m. to 4:00 p.m. Eastern Time on Friday.