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Friday, December 20, 2019 Live

The Best Federal Tax Update Course by Surgent (E1912281)

8:30 AM - 4:30 PM EST

Registration: 8:00 AM EST

APA Hotel Woodbridge

120 Wood Avenue South
Iselin , NJ 08830

8 CPE Credits in TX

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.

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

BENEFITS

  • 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

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, and Premium Tax Credit
  • Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans
  • Timely coverage of breaking tax legislation
  • New Form 1099-K reporting requirements
  • Detailed analysis and examples of sale of pass-through entity interest and Net Investment Income Tax
  • Bonus depreciation
  • Section 163(j)
  • Section 174 research and experimental xxpenditures ersidency and domicile
  • Selling a principal residence, including tax planning strategies
  • Virtual currency, including recent developments regarding NFTs
  • New FinCEN reporting requirements in 2024
  • 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 ideass

COURSE LEVEL

Update

PREREQUISITES

Experience with individual and business clients

ADVANCE PREPARATION

Please Note: Due to content overlap, it is recommended that this course NOT be taken together with The Best Individual Income Tax Update Course by Surgent.

ADDITIONAL NOTES

  • Qualifies for CFP credit
  • Qualifies for IRS credit

INSTRUCTOR

Joshua Jenson

Joshua Jenson, CPA

Jenson & Company, CPAs, P.C.

Joshua Jenson, CPA Joshua Jenson, CPA has over 28 years of public accounting experience in the area of tax, specializing in LLC, partnership, S corporation, and related individual tax matters. He founded his own CPA firm over 24 years ago, where he still serves his clients daily. Joshua has built a national reputation through YouTube where he has over 60,000 subscribers with over 4 million views on his channel. He has become known to many as JJ the CPA. JJ has traveled to over 50 cities in the last two years, presenting tax courses to fellow CPAs covering the latest tax laws and strategies on behalf of Surgent. Joshua has authored two books, in one of which he breaks down the personality of the CPA and shares the foundation of the CPA industry with the goal of helping other professionals gain referrals from CPAs. JJ is also a licensed insurance professional specializing in life insurance (both permanent and term) as well as disability income insurance. He has own insurance practice, Jenson Insurance. Joshua Jenson, CPA is a licensed CPA in Oklahoma and Texas, and a member of the American Institute of CPAs and Oklahoma Society of CPAs. He has his insurance license in Oklahoma. JJ served as the past chairperson of the OSCPA Educational Foundation and was named CPA of the year by his CPA peers. Joshua is a 1993 graduate of Abilene Christian University where he earned his accounting degree.