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Surgent’s Federal Tax Update (SSTX717/24)

Event Description

Both businesses and individual clients face major changes as a result of tax reform, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest cases and rulings applicable to individual and business clients. Continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BIT4.

Designed For

Accounting and Finance Professionals who need to know the latest tax law changes in all areas of practice


Understand strategies and techniques to use in light of new legislation Understand the latest enacted tax law changes Understand current cases and rulings affecting your clients

Major Subjects

Coverage of the SECURE 2.0 Act of 2022 Comprehensive coverage of the Inflation Reduction Act of 2022 Timely coverage of breaking tax legislation Student loan forgiveness considerations SBA Disaster Loans (Hurricane Ian) Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations Donor Advised Funds Residency and Domicile Selling a Principal Residence, including planning strategies A comprehensive overview of virtual currency, including important tax considerations in light of increased IRS scrutiny Implications of proposed legislation for both individuals and businesses How the Code affects tax planning for individuals and businesses


Experience with individual and business clients