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4 CPE

Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know

This is a text-based course

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4 CPE

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This is a text-based course. To receive credit, you are required to review all content and achieve a minimum score of 70% on the final exam.

 Getting ready for busy season involves not only knowing what’s new for the current year, but also understanding how the changing limits, phaseouts and other rules apply to current-year returns. With major legislation enacted over the past few years, the present course will constitute a one-stop "shop" that brings you the essential individual tax information. In addition, this course provides an up-to-date review of important tax form changes, new tax forms, new limitations, key developments as they are reflected in the IRS forms, and IRS filing issues and deadlines that will be invaluable to attendees who prepare tax returns during busy season.

Learning Objectives

  • Understand which income tax returns and schedules have changed for individuals and pass-through entities
  • Identify the legislative, administrative, and judicial developments that affect the income tax returns and schedules of individuals and pass-through entities

Major Topics

  • Timely coverage of breaking tax legislation
  • Comprehensive coverage of the Inflation Reduction Act of 2022 and SECURE Act 2.0
  • A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation
  • Hot developments affecting the upcoming tax season
  • Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season
  • Key new tax and practice developments and how they impact the current-year tax forms for individuals

CPE Credits Available

4 CPE
4
Taxes

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Tax
  • Enrolled Agent - IRS Credit Eligible

Prerequisites

Basic familiarity with tax rules relating to individual and pass-through entity taxation for the current tax year

Advanced Preparation

None

Intended Audience

Any tax practitioner preparing or reviewing individual income tax returns for the current tax year

Provider

Surgent CPE

Purchase This Course

  • COCPA Member

    $ 79 79
    Join

  • COCPA Non-Member

    $ 103 103
    Your Price

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