January 10, 2023 8:00am – 3:30pm Map & Directions 602-252-4144

Webcast: The Best Federal Tax Update Course by Surgent

Description

In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes.

Location

ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time

7:30am

Fees

Member:
$300
Non-CPA Staff:
$400
Non-CPA Staff (100% club):
$300
Non-CPA Staff (sole proprietor):
$300
Non-Member:
$400
Webcast
Taxation
8

Objectives

• Understand the latest enacted tax law changes
• Understand strategies and techniques to use in light of tax changes
• Understand current cases and rulings affecting individuals and businesses

Course Level

Update

Vendor

Surgent McCoy CPE, LLC More With This Vendor

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.

Event Leaders

Kilroy, John M.

Rating: 4.58


John Kilroy is a managing member of iValue Financial Planning LLC, located in the Philadelphia, Pennsylvania area. Kilroy engages clients in financial and tax planning, as well as preparing tax returns for individuals, corporations, partnerships, estates and trusts. Kilroy is a CPA and a CFP® practitioner. He is a 1979 graduate of Villanova University with a BS in Accounting. Kilroy is a member of the Pennsylvania Institute of Certified Public Accountants and the Financial Planning Association (FPA). Within the FPA, Kilroy has served as a board member of the Philadelphia Tri-State chapter and on its education and finance committees. Kilroy is an adjunct faculty member for the Temple University Certificate of Financial Planning Program. He is a frequent speaker and facilitator on tax and financial planning topics. John has been quoted in the Wall Street Journal, MarketWatch.com and USATODAY.com. He has written for the Journal of Financial Planning, and is a contributor to Retirement Weekly. Kilroy has also discussed financial and tax planning issues on various radio outlets.


More With Kilroy, John M.

Highlights

• Timely coverage of breaking tax legislation
• Schedules K-2 and K-3 reporting requirements and transitional filing relief
• Foreign Tax Credit considerations
• Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations
• Donor Advised Funds
• Residency and Domicile
• Selling a principal residence, including tax planning strategies
• The SECURE Act 2022 Proposed Regulations
• 2022 Changes to §163(j) and §174 Research and Experimental Expenditures
• The Independent Contractor vs. Employee Conundrum continues - Department of Labor Final Rule reinstated
• A comprehensive overview of virtual currency, including important tax considerations in light of increased IRS sccrutiny
• State of the IRS -- plans to reduce the backlog of returns due to COVID-19
• Temporarily increased business meals deduction
• Section 162(m) Executive Compensation
• 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

Related Courses