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Thursday, September 21, 2023 Live Webcast

The Best Federal Tax Update Course by Surgent (E2309061)

9:00 AM - 4:30 PM EDT

Registration: 8:30 AM EDT

webcast

Vendor Platform

8 CPE Credits in TX

OVERVIEW

In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes.

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

DESIGNED FOR

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

BENEFITS

  • Understand the latest enacted tax law changes
  • Understand strategies and techniques to use in light of tax changes
  • Understand current cases and rulings affecting individuals and businesses

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, and Premium Tax Credit
  • Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans
  • Timely coverage of breaking tax legislation
  • New Form 1099-K reporting requirements
  • Detailed analysis and examples of sale of pass-through entity interest and Net Investment Income Tax
  • Bonus depreciation
  • Section 163(j)
  • Section 174 research and experimental xxpenditures ersidency and domicile
  • Selling a principal residence, including tax planning strategies
  • Virtual currency, including recent developments regarding NFTs
  • 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 ideass

COURSE LEVEL

Update

PREREQUISITES

Experience with individual and business clients

ADVANCE PREPARATION

Please Note: Due to content overlap, it is recommended that this course NOT be taken together with The Best Individual Income Tax Update Course by Surgent.

ADDITIONAL NOTES

  • Qualifies for CFP credit
  • Qualifies for IRS credit

INSTRUCTOR

Michael Reilly

Michael E. Reilly, CPA, ChFC, CLU, MT

Surgent Professional Education

Michael E. Reilly, CPA, is a sole practitioner with offices in West Chester, PA. In addition to maintaining his practice, Mr. Reilly has been an adjunct professor at several colleges and was a visiting professor of Economics and Business at Lafayette College. He was also the CFO for a large insurance agency in Delaware County, PA, and was a licensed insurance agent in Pennsylvania. Mr. Reilly earned his bachelor’s degree in business administration with an accounting concentration from Temple University and his master of taxation degree from Villanova University School of Law. He also holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) certifications. In 2016, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills.

PRICING

$289.00 - Member

$439.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

Surgent

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