Name: Surgent's Federal Tax Camp
Start: 2023-10-27T09:30:00Z
End: 2023-10-27T17:30:00Z

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Friday, October 27, 2023 Live Webcast

9:30 AM - 5:30 PM EDT

Registration: 9:30 AM EDT

Vendor Platform

8 CPE Credits in TX

Tax advisors will be fully updated on the most important legislative and regulatory developments of the season as well as major trends and changes in the case law, with a view toward planning considerations. This course is continually updated to reflect enacted legislation.

DESIGNED FOR

CPAs 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 tax law changes.
Understand strategies and techniques for individuals 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, 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
New Form 1099-K reporting requirements
Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax
Bonus Depreciation in 2023
Section 163(j) in 2023
Section 174 Research and Experimental Expenditures
Residency and Domicile
Selling a principal residence, including tax planning strategies
Virtual currency, including recent developments regarding NFTs, new Form 1099-DA, and recently released proposed regulations regarding new IIJA broker reporting requirements
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 ideas

COURSE LEVEL

Update

PREREQUISITES

Experience with individual and business clients

ADDITIONAL NOTES

Qualifies for CFP credit
Qualifies for IRS credit

Susan Smith, CPA
(4.7)

Surgent Professional Education

Susan Smith manages her own firm specializing in tax planning for individuals and business owners and is also a frequent speaker at tax conferences. Smith was a Senior Manager in the tax departments of Price Waterhouse and Peat Marwick (the predecessor of KPMG). While at Price Waterhouse, she also held the national specialist designation for the real estate and partnership tax practices. During her time at Peat Marwick, Smith led the real estate and tax practices locally. She was an associate adjunct professor at Widener University in the master's taxation program. Her ratings have consistently exceeded 4.7 on a scale of 5.0. Smith is a two-time recipient of the James L. McCoy Discussion Leader of the Year Award for excellence in teaching. And in 2015 and 2016, she received the Surgent Outstanding Discussion Leader Award because of her consistently high evaluations for knowledge and presentation skills. Smith earned her Bachelor of Business Administration degree with an accounting concentration, from the University of Toledo.

PRICING

Free Event

Event Cancelled

This event has been cancelled.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

Surgent

AREAS OF INTEREST

ALSO QUALIFIES FOR

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Surgent's Federal Tax Camp (E2310290)