Surgent’s Tax Update for Client Advisory Services
Description
Client advisory services (CAS) professionals are becoming a more integral part of the operations of any CPA firm. As such, they must stay on top of changing tax law. In this course, we will explore tax changes in areas CAS professionals are involved with — information reporting, payroll tax issues, and tax credit and deduction documentation. We will also discuss relevant changes to individual and business tax returns so that CAS professionals can better assist clients with tax needs in the upcoming year.
Objective
Recall common tax deadlines, penalties, and potential remedies Identify the requirements and how to file for withdrawal of an ERC claim Recognize where to file an initial beneficial ownership report on the FINCEN website Identify where to claim deductions for software on Form 4562 State the differences between 1099-K, 1099-NEC, and 1099-MISC Recognize when a taxpayer must file electronically Identify when a taxpayer may obtain an IP PIN State the reporting requirements for virtual currency Recognize reporting and substantiation requirements related to green energy credits
Advanced Preparation
None
Required Knowledge
A basic understanding of federal taxation
Who Should Attend
Accounting and finance professionals who are looking to stay current on federal tax issues
Credit Types
- CPE – Taxes
- Enrolled Agent
Registration Fees
| Registration | Type | Price |
|---|---|---|
| WRS34326: Registration – Member | Mem | $165 |
| WRS34326: Registration – Non-Member | NM | $325 |
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.