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The Best Federal Tax Update Course by Surgent Webcast

CPE

When
Nov. 30
8:00 a.m. - 4:00 p.m.

CPE Credits
8-Tax

Details

 Pricing

PICPA Member: $259 | Nonmember: $359


 More Information

Course No.
581104
Level
Update
Prerequisites
Experience with individual and business clients
Note
Accepted for CFP and IRS credits.

Description

In this continually revised course, tax advisors will be fully updated on the most recent legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. Continually updated to reflect enacted legislation.

Highlights

• Timely coverage of breaking tax legislation
• Schedules K-2 and K-3 reporting requirements and transitional filing relief
• Foreign Tax Credit considerations
• Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations
• Donor Advised Funds
• Residency and Domicile
• Selling a principal residence, including tax planning strategies
• The SECURE Act 2022 Proposed Regulations
• 2022 Changes to §163(j) and §174 Research and Experimental Expenditures
• The Independent Contractor vs. Employee Conundrum continues - Department of Labor Final Rule reinstated
• A comprehensive overview of virtual currency, including important tax considerations in light of increased IRS sccrutiny
• State of the IRS -- plans to reduce the backlog of returns due to COVID-19
• Temporarily increased business meals deduction
• Section 162(m) Executive Compensation
• Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more
• Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas



Speaker(s)

Michael E. Reilly, CPA, ChFC, CLU, CASL
Sole Practitioner

Michael E. Reilly, CPA, is a sole practitioner with offices in West Chester, PA. His practice focuses on tax and financial planning and consulting for individuals and small businesses.

In addition to maintaining his practice, Mr. Reilly has been an adjunct professor at several colleges and was a visiting professor of Economics and Business at Lafayette College.

Mr. Reilly earned his bachelor’s degree in business administration with an accounting concentration from Temple University and his master of taxation degree from Villanova University School of Law. He also holds the Chartered Financial Consultant (ChFC) and  Chartered Life Underwriter (CLU) designations from the American College.


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