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Friday, December 8, 2023 Live Webcast

The Best Federal Tax Update Course by Surgent (E2312571)

9:00 AM - 4:30 PM EST

Registration: 8:30 AM EST

webcast

Vendor Platform

8.0 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. 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.

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

  • Timely coverage of breaking tax legislation
  • Schedules K-2 and K-3 reporting requirements and transitional filing relief
  • Foreign Tax Credit considerations
  • Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations
  • Donor Advised Funds
  • Residency and Domicile
  • Selling a principal residence, including tax planning strategies
  • The SECURE Act 2022 Proposed Regulations
  • 2022 Changes to §163(j) and §174 Research and Experimental Expenditures
  • The Independent Contractor versus Employee Conundrum continues - Department of Labor Final Rule reinstated
  • A comprehensive overview of virtual currency, including important tax considerations in light of increased IRS sccrutiny
  • State of the IRS - plans to reduce the backlog of returns due to COVID-19
  • Temporarily increased business meals deduction
  • Section 162(m) Executive Compensation
  • 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

COURSE LEVEL

Update

PREREQUISITES

Experience with individual and business clients

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • Qualifies for CFP credit
  • Qualifies for IRS credit

INSTRUCTOR

Brian Greenstein

Brian R. Greenstein, Ph.D.

Surgent Professional Education

Brian R. Greenstein, Ph.D., is an accounting professor at the Lerner College of Business and Economics at the University of Delaware. Previously he served as the Director of Graduate Tax Programs and Chair of the Department of Accounting and Taxation at Seton Hall University. Dr. Greenstein started his career with an international CPA firm and currently maintains an active consulting practice. Dr. Greenstein has presented hundreds of live seminars on various tax and financial planning topics for State CPA societies, private accounting firms, and the Internal Revenue Service. In 2015 and 2016, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. He has also written numerous articles appearing in national publications such as the Journal of Taxation, The Tax Advisor, the CPA Journal, the Journal of Corporate Taxation, Taxes -- The Tax Magazine, Taxation for Lawyers, and the Review of Taxation of Individuals. His research has been quoted by the Supreme Court of the United States in Indopco v. Commissioner, and he actively contributes to the regulatory standard-setting process.