Surgent's Federal Tax Camp (Virtual) - Connecticut Society of CPAs

Overview

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.

Objectives

Understand the latest tax law changes

Understand strategies and techniques for individuals to use in light of tax changes

Understand current cases and rulings affecting individuals and businesses

Highlights

Comprehensive coverage of the Inflation Reduction Act of 2022 and the SECURE Act 2.0

Timely coverage of breaking tax legislation

Reporting requirements for Schedules K-2 and K-3

Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations

Donor Advised Funds

Selling a principal residence, including tax planning strategies

Employee vs Independent Contractor conundrum continues

A comprehensive overview of virtual currency, including important tax considerations

Section 162(m) executive compensation

State of the IRS

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

Designed For

CPAs who need to know the latest tax law changes in all areas of practice, whether newly licensed or a seasoned professional

Prerequisites

Experience with individual and business clients

Preparation

None

Notice

By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy. https://www.ctcpas.org/events/cpe-policies

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Susan Smith, Surgent McCoy CPE, LLC

Leader Bios

Susan Smith, Surgent McCoy CPE, LLC

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 was 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. During her time at Peat Marwick, Smith led the real estate and tax practices locally. She was an associate adjunct professor at Widener University in the master’s taxation program. Her ratings have consistently exceeded 4.8 on a scale of 5.0. Smith is a four-time recipient of the James L. McCoy Discussion Leader of the Year Award for excellence in teaching. And in 2015, 2016, and 2018, she received the Surgent Outstanding Discussion Leader Award because of her consistently high evaluations for knowledge and presentation skills. Smith earned her Bachelor of Business Administration degree with an accounting concentration, from the University of Toledo.

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