Event Details SU1960 23

 

Surgent's Top 10 Tax Topics This Year Download

May 1st, 2023 - April 30th, 2024

Member Price $159.00
Non-Member Price $189.00
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Credits

8

Description

Join us for our annual expedition through the harbors and swamps on the tax landscape this season. We will uncover the top issues with wide applicability and importance this year and explore the practical implications, potential pitfalls, and planning opportunities. Continually updated for items regarding tax reform.

Objectives

  • Understand the most important hot button issues that have emerged as areas of concern to the IRS, taxpayers, and tax advisors
  • Understand a broad range of tax subjects for both individuals and business owners
  • Recognize tax planning opportunities that may present themselves

Major Subjects

  • Comprehensive coverage of the Inflation Reduction Act of 2022
  • Overview of virtual currency
  • Domicile and taxation
  • A review of like-kind exchange transactions under section 1031
  • Fractional ownership of vacation homes
  • The economics and tax consequences of crowdfunding campaigns
  • Equity awards and compensation
  • Choice of entity issues
  • Impact of the net investment tax on the owners of pass-through entities
  • Passive-activity losses

Prerequisites

One or more years of experience in planning for individual and business clients