Surgent's Federal Tax Camp

Overview

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 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 vs Independent Contractor conundrum continues A comprehensive overview of virtual currency, including important tax considerations Section 162(m) executive compensation 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 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

Preparation

None