Surgent’s Top 10 Tax Topics This Year

Join us for our annual expedition through the harbors and swamps of 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.

Accounting and financial professionals who want an in-depth discussion of the current tax issues that affect all clients

• 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

• Tax implications of the One Big Beautiful Bill Act (OBBBA)    
• Artificial intelligence (AI) and the tax industry    
• Decentralized autonomous organizations    
• Principles and considerations for nonresident withholding, composite payments, and pass-through entity taxes    
• Exit planning

One or more years of experience in planning for individual and business clients