The Best Federal Tax Update Course by Surgent (IN-PERSON ATTENDANCE)
8.00 Credits
Member Price $365.00
Non-Member Price $425.00
Overview
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together 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 Passthrough 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
Notice
-
This seminar is co-sponsored with and administered by the South Dakota CPA Society.
-
You may also attend this seminar via live webcast. Register for live webcast attendance HERE
-
This seminar has been approved for IRS CE credit. To receive IRS CE credit, you must complete the IRS CE Credit Request Form within 30 days of the seminar.
Leader(s):
Leader Bios
Steve Wagner
Steven B. Wagner is a principal at Forehling Anderson in Minneapolis, Minnesota and practices in the tax department assisting clients with a variety of matters. He also serves as an expert witness in taxation litigation proceedings. He has been an instructor for taxation courses for associations and state CPA societies and consistently receives high evaluations for his technical expertise and his practical application of tax law to real world situations. He was named a “Super CPA” by Minnesota Law and Politics and Twin Cities Business Monthly. He has also been a repeat speaker on advanced tax topics for the Minnesota and South Dakota annual tax conferences. Wagner was previously a partner in charge of the tax practice of a local CPA firm where he practiced in the area of taxation since 1988. He has extensive accounting, tax, and business experience in the servicing of various size companies, as well as individuals. His core industry focus has included growth businesses, professional service organization, retail, manufacturing, real estate development investments, and financial institutions.
Non-Member Price $425.00
Member Price $365.00