The Best Federal Tax Update Course by Surgent
Thursday, May 30, 2024
8:30 AM - 4:00 PM (opens at 8:00 AM) EST
8Credits
Technical Business
Registration is Open
Members
$285.00 Regular Price
Non-Members
$410.00 Regular Price
Course Type: CPE Seminars
Course Code: 24/BFTU0530
Level: Update
Vendor: Surgent
Field of Study: Taxes
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 BITU.Objectives:
- 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
Presenters:
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Deborah Phillips
Deborah A. Phillips, CPA, MST, operates her own tax controversy practice where she specializes in partnership and S corporation tax law as well as IRS audits and procedures. Debbie recently retired from the Large Business and International Division (LB&I) of the Internal Revenue Service (IRS), where she was a Senior Manager in the Flow Through Issue Practice Group (IPG). The IPG specializes in S...
Read more about Deborah Phillips here
Presenters:
Deborah Phillips
Deborah A. Phillips, CPA, MST, operates her own tax controversy practice where she specializes in partnership and S corporation tax law as well as IRS audits and procedures. Debbie recently retired from the Large Business and International Division (LB&I) of the Internal Revenue Service (IRS), where she was a Senior Manager in the Flow Through Issue Practice Group (IPG). The IPG specializes in S...Read more about Deborah Phillips hereMajor Topics:
- 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 Passthrough Entity Interest and Net Investment Income Tax
- Bonus Depreciation
- Section 163(j)
- Section 174 Research and Experimental Expenditures
- Residency 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 ideas
Major Topics:
- 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 Passthrough Entity Interest and Net Investment Income Tax
- Bonus Depreciation
- Section 163(j)
- Section 174 Research and Experimental Expenditures
- Residency 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 ideas