Surgent's Federal Tax Camp Webcast
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Surgent's Federal Tax Camp Webcast

CPE

When
Dec. 15
8:00 a.m. - 4:00 p.m.

CPE Credits
8-Tax

Details

 Pricing

PICPA Member: $259 | Nonmember: $359


 More Information

Course No.
616503
Level
Basic
Prerequisites
Experience with individual and business clients
Note
Accepted for CFP and IRS credits.

Description

Tax practitioners have been hard-pressed to keep up with recent legislation and new IRS guidance. In this course, tax advisors will be fully updated on the most important legislative and regulatory developments of the season as well as major trends and changes in the case law, with a view toward planning considerations. This course is 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

     Selling a principal residence, including tax planning strategies

     The SECURE Act 2022 Proposed Regulations

     2022 Changes to section 163(j) and section 174 Research and Experimental Expenditures

     Employee vs Independent Contractor conundrum continues - Department of Labor Final Rule reinstated

     A comprehensive overview of virtual currency, including important tax considerations

     Section 162(m) executive compensation

     Temporarily increased business meals deduction

     State of the IRS - plans to reduce the backlog of returns due to COVID-19

     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)

Susan Smith, CPA

Susan Smith manages her own firm specializing in tax planning for individuals and business owners and is also a frequent speaker at tax conferences.

Smith spent 14 years as a Senior Manager in the tax departments of Price Waterhouse and Peat Marwick (the predecessor of KPMG). While at Price Waterhouse, she also held the national specialist designation for the real estate and partnership tax practices locally. During her time at Peat Marwick, Smith led the real estate and tax practices locally. She has been an associate adjunct professor at Widener University in the master’s in taxation program. Her ratings have consistently exceeded 4.7 on a scale of 5.0. Also, she recently received the James L. McCoy 2008 Discussion Leader of the Year Award for excellence in teaching.

Smith earned her Bachelor of Business Administration degree, with an accounting concentration, in 1978.