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Surgent's Federal Tax Camp

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(Check-In 7:30am EST)

Four Points by Sheraton Norwood

1125 Boston Providence Tpke
Norwood, MA 02062

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8.00 Credits

Member Price $359.00

Non-Member Price $469.00

Overview

You could pay $0 for this course!
This qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% reimbusement, and firms/companies with over 100 staff will receive 50% reimbursement. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website three weeks in advance to be eligible. The course code for this program is 1121354. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.

This course qualifies for EA/IRS and CFP credit. If you need EA/IRS credit, please contact Tyler Dion (tdion@masscpas.org) after you have registered and provide him your PTIN number.

Tax practitioners have been hard-pressed to keep up with recent legislation and new IRS guidance. In this course, 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.

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

Prerequisites

Experience with individual and business clients

Designed For

CPAs 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 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

Leader(s):

Leader Bios

Susan Smith, Surgent McCoy CPE LLC

Susan Smith, CPA, manages her own firm specializing in tax planning for individuals and business owners and is a frequent speaker at tax conferences. Prior to this, Smith was a senior manager in the tax departments of PwC LLP and Peat Marwick (the predecessor of KPMG LLP). While at PwC LLP 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 also an associate adjunct professor at Widener University in the master’s taxation program and received the James L. McCoy Discussion Leader of the Year Award for excellence in teaching in 2008 and 2019.

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See Who's Coming
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  • Jennifer Amate - Dennis & Associates PC (Quincy, 02169)
  • Meredith Anderson - Coval Anderson Coval LLC (Easton, 02375)
  • Austin Anderson - King McNamara Moriarty LLP (Norwood, 02062)
  • Christopher Barrett - Barrett & Scibelli, LLC (Winchester, 01890)
  • Jeffrey Benson - Beaumont Financial Partners LLC (Needham Heights, 02494)
  • Felix Betro - Betro and Company, P.C. (Foxboro, 02035)
  • Gary Blumenthal - Betro and Company, P.C. (Foxboro, 02035)
  • Mitchell Bottomley - Fernandes & Charest PC (Westport, 02790)
  • Geraldine Brodeur - Dawn M Kay CPA PC (Tyngsboro, 01879)
  • Paul Buettner - P Michael Buettner CPA PC (Hingham, 02043)
  • Barbara COCHRANE - Joseph B Cohan & Associates PC (Norwood, 02062)
  • Edward Callahan - E.J. Callahan & Associates, LLC (Wakefield, 01880)
  • David Campbell - Campbell DeVasto & Associates (Hingham, 02043)
  • John Campbell - E.J. Callahan & Associates, LLC (Wakefield, 01880)
  • Zachary Canter - Wald & Company, P.C. (Quincy, 02169)
  • Jonathan Capinig - Conley & Wood PC (North Easton, 02356)
  • Brad Capland - Brad M Capland CPA, PC (Concord, 01742)
  • Robert Carleton - Raphael and Raphael LLP (Boston, 02116)
  • Ryan Cartwright - E.J. Callahan & Associates, LLC (Wakefield, 01880)
  • Juliana Cenolli - Coles & Bodoin, LLP (Needham, 02494)
  • Gerardo Ciampa - Coles & Bodoin, LLP (Needham, 02494)
  • Michael Clements - Paresky Flitt & Company, LLP (Wayland, 01778)
  • Bradford Cole - Fiduciary Trust (Boston, 02110)
  • Ruth Collins - Gilpin CPA Inc. (Milford, 01757)
  • Catherine Colman - Saba Colman & Hunt PC (Tewksbury, 01876)
  • Jaclyn Conley - Conley & Wood PC (North Easton, 02356)
  • Lauren Conley - Conley & Wood PC (North Easton, 02356)
  • Mark Conley - Conley & Wood PC (North Easton, 02356)
  • Elaine Connors - Northeast Accounting Services (Blackstone, 01504)
  • Mauro Consiglio - Joseph B Cohan & Associates PC (Norwood, 02062)
  • Michael Cooney - Michael D Cooney CPA (Hanover, 02339)
  • Johnny Cordeiro - Fernandes & Charest PC (Westport, 02790)
  • Donna Costa - Fernandes & Charest PC (Westport, 02790)
  • Mary Coutts - Joseph B Cohan & Associates PC (Norwood, 02062)
  • John Crosby - Wald & Company, P.C. (Quincy, 02169)
  • Cyndi Cuddy - Simon Akkary CPA LLC (Braintree, 02184)
  • Derek Curley - Pagano & Company, PC (Boston, 02109)
  • John Czyzewski - Mazars USA LLP (Chestnut Hill, 02467)
  • Michael D'Entremont - A Wisialko & Company (Westwood, 02090)
  • Ryan Damaso - Treeful Damaso Aniceto Inc (Buzzards Bay, 02532)
  • Michael Damon - Damon Diodati, Inc (Pembroke, 02359)
  • Laura DeMaio - A Wisialko & Company (Westwood, 02090)
  • David Dennis - Dennis & Associates PC (Quincy, 02169)
  • Mark Diodati - Damon Diodati, Inc (Pembroke, 02359)
  • Meredith Dunn - Meredith Hoban Dunn CPA PC (Westwood, 02090)
  • Heather Dzialo - Gilpin CPA Inc. (Milford, 01757)
  • Dorothy Elkin - Dorothy J Elkin, CPA (Stoneham, 02180)
  • Claire Entel - Norman & Graham PC (Swansea, 02777)
  • Kathryn Evans - Alkon & Levine, P.C. (Newton, 02458)
  • Philip Evans - John T Chipman & Company LLP (Norwood, 02062)
  • John Fahey - Wald & Company, P.C. (Quincy, 02169)
  • Paul Feeney - Conley & Wood PC (North Easton, 02356)
  • William Ferzoco - Lake & Ferzoco CPAs (East Falmouth, 02536)
  • Linda Fidalgo - Fernandes & Charest PC (Westport, 02790)
  • Robert Fineman - Fineman CPA Group (Canton, 02021)
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  • Noreen Flaherty - Norman & Graham PC (Swansea, 02777)
  • Paul Flanagan - Joseph B Cohan & Associates PC (Norwood, 02062)
  • Michael Flatto
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  • Matthew Flynn - A Wisialko & Company (Westwood, 02090)
  • Daniel Friel - Daniel F Friel, CPA, PC (Waltham, 02451)
  • Jeanne Gilpin - Gilpin CPA Inc. (Milford, 01757)
  • Jim Giusti - James J Giusti CPA PC (Georgetown, 01833)
  • Jason Goloboy
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  • James Goulet - Goulet Salvidio & Associates PC. (Worcester, 01605)
  • Christopher Grant - Grant & Pottackal PC (Wellesley, 02481)
  • Lisa Gray - John T Chipman & Company LLP (Norwood, 02062)
  • Valerie Guillemette - Norman & Graham PC (Swansea, 02777)
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  • Sharon Hargraves - Sharon Hargraves, CPA (Marshfield, 02050)
  • Mary Harn - Loring Wolcott & Coolidge (Boston, 02110)
  • Gregory Hart - Bay Financial Associates (Waltham, 02453)
  • Brenda Hayes - Patrick J Barrett CPA PC (Weymouth, 02189)
  • Bruce Haykal - G.T. Reilly & Company (Milton, 02186)
  • Michelle Hays - Paresky Flitt & Company, LLP (Wayland, 01778)
  • Kristopher Hebert - Johnson O'Connor (Wakefield, 01880)
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  • Gerald Howell - Howell & Minchello LLP (Concord, 01742)
  • Michael Hughes - John T Chipman & Company LLP (Norwood, 02062)
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  • Herbert Itzkowitz - PKF O’Connor Davies (Woburn, 01801)
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  • Liri Kaler - Alkon & Levine, P.C. (Newton, 02458)
  • Marlene Kaplan - Marlene S Kaplan CPA PC (Boston, 02109)
  • Vincent Kearney - Coles & Bodoin, LLP (Needham, 02494)
  • James Keefe - Lee and Crowley (South Boston, 02127)
  • Michael Kennedy - Michael F Kennedy, CPA (Sturbridge, 01566)
  • Charles Kennedy - G.T. Reilly & Company (Milton, 02186)
  • William Kenny - Fiduciary Trust (Boston, 02110)
  • Martin Kofman - Martin S. Kofman, CPA (Newton, 02467)
  • Michael Kofman - Martin S. Kofman, CPA (Newton, 02467)
  • Alan LaPierre - Coles & Bodoin, LLP (Needham, 02494)
  • Jessica Lacombe - Norman & Graham PC (Swansea, 02777)
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  • Alexis Lamont - Fineman CPA Group (Canton, 02021)
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  • Richard Levine - Richard A Levine, CPA (Newton, 02459)
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  • Susan Prizant
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  • Timothy Rodman - John T Chipman & Company LLP (Norwood, 02062)
  • Jean Patrick Romain - Jean Patrick Romain, CPA (Boston, 02124)
  • Sean Ronan
  • Ronald Rosen - Ronald I Rosen (Shrewsbury, 01545)
  • Sheldon Rosenberg - Tankel Rosenberg & Company PC (Wellesley Hills, 02481)
  • Steven Rotella - Steven V Rotella CPA PC (Canton, 02021)
  • Lynn Sanda - Conley & Wood PC (North Easton, 02356)
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  • Otto Schleinkofer - Fernandes & Charest PC (Westport, 02790)
  • Richard Schwartz - Schwartz & Schwartz, P.C. (Woburn, 01801)
  • Lawrence Schwartz - Lawrence A. Schwartz CPA (Framingham, 01701)
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  • David Sheehan - A Wisialko & Company (Westwood, 02090)
  • Richard Shults
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  • Brenna Vachon - John T Chipman & Company LLP (Norwood, 02062)
  • Daniel Varney - Conley & Wood PC (North Easton, 02356)
  • George Vaughn - Vaughn & Associates PC (Braintree, 02184)
  • Wayne Vitale - Wald & Company, P.C. (Quincy, 02169)
  • Nancy Vogel - Maria C Levin PC (Norwood, 02062)
  • Leslie Welch Moloney - Coles & Bodoin, LLP (Needham, 02494)
  • Cindy Whitman - Norman & Graham PC (Swansea, 02777)
  • Joseph Wisialko - A Wisialko & Company (Westwood, 02090)
  • Albert Wisialko - A Wisialko & Company (Westwood, 02090)
  • Albert Wisialko - A Wisialko & Company (Westwood, 02090)
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  • Jeff Zhao - Johnson O'Connor (Wakefield, 01880)
  • Wenlie Zhou - Gelesis Inc. (Boston, 02116)
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  • tan truong - Choate Hall & Stewart (Boston, 02110)

Non-Member Price $469.00

Member Price $359.00

Please call us at 617-556-4000 to register for this event.