Surgent's Top Business Tax Planning Strategies

May 1st, 2025 - April 30th, 2026 @ -

Member Price	$89
Non-Member Price	$119
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Credits

Description

Business tax changes that come from legislation, IRS pronouncements of various kinds, and court cases. This program analyzes the new opportunities that these tax changes offer to businesses and their owners.

Objectives

Advise business owner clients on adopting tax planning strategies that would reduce their tax liability

Major Subjects

Electronic filing requirements for information returns
Form 1099 E-File Portal
Prevailing wage and registered apprenticeship requirements
Monetizing energy credits
Amortization of research and experimental expenditures
New rules impacting required minimum distributions
Contributions to Roth “catch-up” plans
Compliance issues regarding the Employee Retention Tax Credit
Preparing for the implementation of the Corporate Transparency Act
Section 179 and bonus depreciation

Prerequisites

A basic understanding of the tax rules relating to individual income tax