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Friday, June 30, 2023 Live Webcast

Surgent's Federal Tax Update (E2306102)

9:00 AM - 12:30 PM EDT

Registration: 8:30 AM EDT

webcast

Vendor Platform

4 CPE Credits in TX

OVERVIEW

Both businesses and individual clients face major changes as a result of tax reform, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest cases and rulings applicable to individual and business clients. Continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BIT4.

This course features a live instructor and has been specifically designed for the NJCPA.

DESIGNED FOR

CPAs who need to know the latest tax law changes in all areas of practice

BENEFITS

  • Understand strategies and techniques to use in light of new legislation
  • Understand the latest enacted tax law changes
  • Understand current cases and rulings affecting your clients>

HIGHLIGHTS

  • Timely coverage of breaking tax legislation
  • Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations
  • Donor Advised Funds
  • Residency and Domicile
  • Selling a Principal Residence, including planning strategies
  • A comprehensive overview of virtual currecy, including important tax considerations in light of increased IRS scrutiny
  • Implications of proposed legislation for both individuals and businesses
  • How the Code affects tax planning for individuals and businesses

COURSE LEVEL

Update

PREREQUISITES

Experience with individual and business clients

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • Qualifies for IRS credit

INSTRUCTOR

Dennis Riley

Dennis P. Riley, CPA, M.B.A.

Dennis Riley, CPA

Dennis Riley has more than 35 years of experience in accounting, consulting, tax preparation, and government representation. He specializes in the tax and business needs of individuals, families, and entrepreneurial small businesses. He is a frequent lecturer on topics related to taxation and closely held businesses. He has received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. Riley's experience includes a range of services including negotiations with federal and state government tax authorities, offers in compromise, closing agreements, strategic business plans, litigation support, record reconstruction, business formation and dissolution, problem solving, and tax preparation. He has resolved multiple-year filing issues, organization issues, and business transition problems.

PRICING

$189.00 - Member

$264.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

Surgent

AREAS OF INTEREST

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