The Best Federal Tax Update Course by Surgent

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.  Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.

Accounting and Finance Professionals who need to know the latest tax law changes in all areas of practice, whether newly licensed or a seasoned professional

• 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

• Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT) applies to these transactions     
• The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status    
• Timely coverage of breaking tax legislation    
• 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

Experience with individual and business clients