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Surgent's Federal Tax Camp


(Check-In 7:15am 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


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

This course qualifies for EA/IRS and CFP credit. If you need EA/IRS credit, please contact Tyler Dion ( 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.


  • 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


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


  • 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 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 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. Also, she recently received the James L. McCoy 2008 Discussion Leader of the Year Award for excellence in teaching.Smith earned her Bachelor of Business Administration degree, with an accounting concentration, from the University of Toledo.

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See Who's Coming
  • Joseph Wisialko - A Wisialko & Company (Westwood, 02090)
  • Albert Wisialko - A Wisialko & Company (Westwood, 02090)
  • David Sontag - David Sontag, CPA PC (Leominster, 01453)
  • Michael Flatto
  • John McManus
  • Deborah Abbott - Milestones Day School (Waltham, 02451)
  • Mitchell Bottomley - Fernandes & Charest PC (Westport, 02790)
  • Brenda Hayes - Patrick J Barrett CPA PC (Weymouth, 02189)
  • Donna Costa - Fernandes & Charest PC (Westport, 02790)
  • Johnny Cordeiro - Fernandes & Charest PC (Westport, 02790)
  • Otto Schleinkofer - Fernandes & Charest PC (Westport, 02790)
  • David Sheehan - A Wisialko & Company (Westwood, 02090)
  • Laura DeMaio - A Wisialko & Company (Westwood, 02090)
  • Albert Wisialko - A Wisialko & Company (Westwood, 02090)
  • Matthew Flynn - A Wisialko & Company (Westwood, 02090)
  • Michael D'Entremont - A Wisialko & Company (Westwood, 02090)
  • tan truong - Choate Hall & Stewart (Boston, 02110)
  • Linda Fidalgo - Fernandes & Charest PC (Westport, 02790)
  • Kaitlyn Packham - Fernandes & Charest PC (Westport, 02790)
  • Michael Cooney - Michael D Cooney CPA (Hanover, 02339)
  • Bruce McVittie - Mcvittie Tax Advisors (Auburndale, 02466)
  • Richard Schwartz - Schwartz & Schwartz, P.C. (Woburn, 01801)
  • Sheldon Rosenberg - Tankel Rosenberg & Company PC (Wellesley Hills, 02481)
  • Stephen Tankel - Tankel Rosenberg & Company PC (Wellesley Hills, 02481)
  • Sharon Hargraves - Sharon Hargraves, CPA (Marshfield, 02050)
  • Catherine Colman - Saba Colman & Hunt PC (Tewksbury, 01876)
  • Nancy Vogel - Maria C Levin PC (Norwood, 02062)
  • Mark Diodati - Damon Diodati, Inc (Pembroke, 02359)
  • Michael Damon - Damon Diodati, Inc (Pembroke, 02359)
  • Kimberly O'Brien - Damon Diodati, Inc (Pembroke, 02359)
  • Geraldine Brodeur - Dawn M Kay CPA PC (Tyngsboro, 01879)
  • Christopher Lee - Lee and Crowley (South Boston, 02127)
  • James Keefe - Lee and Crowley (South Boston, 02127)
  • John Campbell - E.J. Callahan & Associates, LLC (Wakefield, 01880)
  • Ryan Cartwright - E.J. Callahan & Associates, LLC (Wakefield, 01880)
  • Edward Callahan - E.J. Callahan & Associates, LLC (Wakefield, 01880)
  • Dana McCoy - Saba Colman & Hunt PC (Tewksbury, 01876)
  • Sean Ronan

Non-Member Price $469.00

Member Price $359.00