Webinar: Surgent's 2025 Tax Update for Client Advisory Services
WS1618 | Course | Update | Scheduled
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.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 4.00 | Taxes |
Designed For
Accounting and finance professionals who are looking to stay current on federal tax issues
Prerequisites
A basic understanding of federal taxation
Highlights
- Common tax deadlines and penalties
- Employee Retention Credit – new developments
- Beneficial ownership information reporting
- Bonus depreciation changes
- Form 1099 reporting and changes
- Online accounts and IP PINs
- Virtual currency updates
- Green energy credit compliance
Objectives
- 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
Preparation
None
Notes
This webinar is provided by Surgent. After registering for the course, you will receive an email from Surgent with instructions for logging in to the webinar and obtaining your eMaterials.
You may confirm that your computer meets the minimum requirements by visiting: https://www.surgentcpe.com/webinartest/.
Prices
- Member (Early Bird)
- $159.00
- Non-Member (Early Bird)
- $159.00
- Member
- $159.00
- Non-Member
- $159.00