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Tuesday, November 24, 2026 Live Webcast

Tax Update for Client Advisory Services (E2611512)

9:00 AM - 12:30 PM EST

Registration: 8:30 AM EST

webcast

Vendor Platform

4 CPE Credits in TX

OVERVIEW

Client advisory services (CAS) professionals are becoming a more integral part of the operations of any CPA firm. As such, they must stay on top of changing tax law.

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

DESIGNED FOR

Accounting and finance professionals who are looking to stay current on federal tax issues

BENEFITS

  • Recall common tax deadlines, penalties, and potential remedies
  • Identify the requirements and how to file for withdrawal of an ERC claim
  • Recognize where to file an initial beneficial ownership report on the FINCEN website
  • Identify where to claim deductions for software on Form 4562
  • State the differences between 1099-K, 1099-NEC, and 1099-MISC
  • Recognize when a taxpayer must file electronically
  • Identify when a taxpayer may obtain an IP PIN
  • State the reporting requirements for virtual currency
  • Recognize reporting and substantiation requirements related to green energy credits

HIGHLIGHTS

  • Common tax deadlines and penalties
  • Employee Retention Credit – new developments
  • Beneficial ownership information reporting
  • Bonus depreciation changes
  • Form 1099 reporting and changes
  • Online accounts and IP PINs
  • Virtual currency updates
  • Green energy credit compliance

COURSE LEVEL

Update

PREREQUISITES

A basic understanding of federal taxation

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • Qualifies for IRS credit

INSTRUCTOR

John Kilroy

John Kilroy, CPA, CFP
(4.6)

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PRICING

$199.00 - Member

$274.00 - Nonmember

Register Today


Note: Online pre-registration will close on November 24 at 8:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

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