Surgent's Top 10 Tax Topics This Year
Overview
Join us for our annual expedition through the harbors and swamps on the tax landscape this season. We will uncover the top issues with wide applicability and importance this year and explore the practical implications, potential pitfalls, and planning opportunities. Continually updated for items regarding tax reform.
Highlights
Tax guide to exit planning, Partnership considerations: section 754 elections and section 743, C to S corporation conversions, Recurring basis issues. At-risk basis rules and Form 6198, New developments relating to IRS audits, Status of audits for high-income and high-net-worth individuals, The 2023 Dirty Dozen, Residency and domicile, Crowfunding: basic economics and related tax consequences, Choosing the right business entity
Prerequisites
One or more years of experience in planning for individual and business clients
Designed For
Accounting and Financial Professionals who want an in-depth discussion of the current tax issues that affect all clients
Objectives
Understand the most important hot button issues that have emerged as areas of concern to the IRS, taxpayers, and tax advisors, Understand a broad range of tax subjects for both individuals and business owners, Recognize tax planning opportunities that may present themselves
Notice
Approved for EA Credits
Leader(s):
Leader Bios
Michael Reilly, Surgent McCoy Self Study
Michael E. Reilly, CPA, is a sole practitioner with offices in West Chester, PA. He is also a licensed insurance agent. In addition to maintaining his practice, Mr. Reilly has been an adjunct professor at several colleges and was a visiting professor of Economics and Business at Lafayette College. Mr. Reilly earned his bachelor’s degree in business administration with an accounting concentration from Temple University and his master of taxation degree from Villanova University School of Law. He also holds the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Chartered Advisor for Senior Living (CASL) certifications.
Non-Member Price $330.00
Member Price $310.00