On-Demand

4 CPE

Surgent's Federal Tax Update

On-Demand
4 CPE

This course is delivered as a recorded video. After completing all sessions, you must pass the final exam with a minimum score of 70% to receive credit.

Both businesses and individual clients face major changes as a result of new legislation, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest cases and rulings applicable to individual and business clients. Continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BIT4.

Learning Objectives

  • Understand strategies and techniques to use in light of new legislation
  • Understand the latest enacted tax law changes
  • Understand current cases and rulings affecting your clients

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, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements
  • 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
  • The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule
  • Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas

CPE Credits Available

4 CPE
4
Taxes

Things to Know About This Course

Course Level

  • Update

Professional Area of Focus

  • Tax

Prerequisites

Experience with individual and business clients

Advanced Preparation

None

Intended Audience

Accounting and Finance Professionals who need to know the latest tax law changes in all areas of practice

Provider

Surgent CPE

Purchase This Course

  • COCPA Member

    $ 129 129
    Join

  • COCPA Non-Member

    $ 168 168
    Your Price

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