Event Details SU1787 23

 

Surgent's 2022 Tax Update Download

May 1st, 2023 - April 30th, 2024

Member Price $59.00
Non-Member Price $89.00
If you are a member, please login to activate member pricing.

Credits

3

Description

Both businesses and individual clients face major changes as a result of tax reform, 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 tax legislation applicable to individual and business clients. Continually updated to reflect enacted legislation.

Objectives

  • Understand strategies and tactics to use in light of new legislation
  • Understand how to nail down valuable deductions and other reductions to the tax base

Major Subjects

  • Timely coverage of breaking tax legislation
  • Donor Advised Funds
  • Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations
  • Residency and domicile
  • Selling a principal residence, including tax planning strategies
  • The SECURE Act 2022 Proposed Regulations

Prerequisites

All CPAs and accounting professionals looking to be familiar with the latest federal tax developments