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