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Friday, June 27, 2025 Live Webcast

2025 Tax Update for Client Advisory Services (X1-TXU4-2025-01-WEBNR-178-01)

9:00 AM - 12:30 PM EDT
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.

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

ADVANCE PREPARATION

None

INSTRUCTOR

Dave Peters

Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

PRICING

$149.00 - Member

$169.00 - Nonmember

Register Today


Note: Online pre-registration will close on June 27 at 8:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

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