Surgent's Weekly Expert Hour (Original Air Date: 5/27/21)

Overview

As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to announce a new weekly series designed to eliminate the clutter and get you what you need to stay up to date and perform for your clients.

We are all aware that the IRS, along with other state and federal regulators, is issuing guidance with increased frequency due to the coronavirus pandemic tax changes. New rules need to be analyzed, dissected, and explained more quickly than in days gone by so that our clients are kept informed of opportunities that may not last long. This weekly series will provide relevant and important tax and financial changes in a quick, concise format.

Each week, Mike and his co-presenters will dispense news on current events impacting taxes, finance, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners’ personal finances and those of their clients.

Every financial professional will benefit from this series.

Please Note: CFP credit is not available for this course in 2021.

Objectives

• Be well informed on current topics impacting taxes, finance, and industry

Highlights

• The American Families Plan Tax Compliance Agenda (as of 5/27/21)
• IRS Notice 2021-31
• Pitfalls to avoid when moving IRA assets for beneficiaries
• New Form 14457 and accompanying Instructions
• Options to resolve taxpayer noncompliance related to foreign income or assets
• Updated Voluntary Disclosure Program (UVDP)

Designed For

Financial professionals who wish to be up to speed on the latest news affecting themselves and their clients

Prerequisites

A general familiarity with the current financial climate

Preparation

None

Notice

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