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Surgent's Top Business Tax Planning Strategies

Available Until Wednesday, Apr. 30, 2025

Surgent McCoy CPE, LLC

201 N. King of Prussia Rd. Ste. 370
Radnor, PA 19087

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2.00 Credits

Member Price $89.00

Non-Member Price $124.00

Overview

Tax planning for the end of 2023 and for 2024 is largely built upon legislation contained within the Inflation Reduction Act and the SECURE Act 2.0, both enacted in 2022, that offers new planning options for businesses.

There are, however, other business tax changes that come from other pieces of 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 for 2023

Highlights

  • 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

Designed For

Tax practitioners who anticipate advising business clients in 2023 and 2024 regarding strategies to reduce or eliminate federal income taxation

Prerequisites

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

Preparation

None

Notice

You will receive an email from Surgent CPE with instructions to access this webinar.

Non-Member Price $124.00

Member Price $89.00