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Friday, October 27, 2023 In-person / Live Webcast

Surgent's Federal Tax Camp (E2310290)

8:30 AM - 4:30 PM EDT

Registration: 8:30 AM EDT

NJCPA Learning Center

105 Eisenhower Parkway, Suite 300
Roseland , NJ 07068

8.0 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.


CPAs who need to know the latest tax law changes in all areas of practice, whether newly licensed or a seasoned professional


  • 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.


  • Comprehensive coverage of the Inflation Reduction Act of 2022 and the SECURE Act 2.0
  • Timely coverage of breaking tax legislation
  • Reporting requirements for schedules K-2 and K-3
  • Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations
  • Donor advised funds
  • Selling a principal residence, including tax planning strategies
  • Employee versus independent contractor conundrum
  • Comprehensive overview of cryptocurrency, including important tax considerations
  • Section 162(m) executive compensation
  • Temporarily increased business meals deduction
  • State of the IRS
  • 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




Experience with individual and business clients


  • Qualifies for CFP credit
  • Qualifies for IRS credit


Susan Smith

Susan Smith, CPA

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.


In-Person Registration

    $259.00 - Member

    $409.00 - Nonmember

Virtual Registration

    $259.00 - Member

    $409.00 - Nonmember

Register Today

Note: Online pre-registration will close on October 27 at 8:30 AM.

Registrations will be accepted at the door.


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Qualifies For

  • CFP