The Best Federal Tax Update Course by Surgent – Webcast

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Dec 1, 2021

Registration: 7:30 AM / Program: 8:00 AM - 4:00 PM Pacific Time

Fees

Member Fee: $299.00
Nonmember Fee: $399.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: -149.00

Description

In this continually revised course, tax advisors will be fully updated on the most important aspects of recent legislation, including the FFCRA, CARES Act, CAA 2021, and ARPA, as well as major trends on the horizon with a view toward planning considerations. Continually updated to reflect enacted legislation.

NOTE: This course qualifies for IRS CE (PTIN) credit. To receive IRS CE credit, please email your PTIN to profdev@orcpa.org at the end of the course. Surgent will report credit at the end of each quarter.

If you have questions, you can contact Professional Development at 503-641-7200, ext. 3 or email profdev@orcpa.org.

Designed For

CPAs who need to know the latest tax law changes in all areas of practice, whether newly licensed or a seasoned professional.

Objectives

  • 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

Major Subjects

  • A new supplement discusses major provisions of The Build Back Better Act as introduced by the House Ways and Means Committee in September 2021
  • Equity awards and compensation
  • ARPA and Consolidated Appropriations Act of 2021 provisions related to expanded child and family tax credits, RRF grants, ERTC, FFCRA credits, and year-end tax extenders
  • SBA PPP Forgiveness and EIDL loans
  • The CARES Act changes to §163(j), §461(I), and NOL rules
  • Economic Impact Payments and the Recovery Rebate Credit
  • Donor Advised Funds
  • Is the "Employee vs Independent Contractor" conundrum about to explode?
  • A comprehensive overview of Cryptocurrency, including important tax considerations
  • Detailed review of Loss Limitation Rules
  • 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
  • The latest issues related to any other late-breaking tax law changes

Leaders

Randy Newton

Randy C. Newton, CPA, CVA, licensed as a CPA in North Carolina and South Carolina, is president and founder of NewtonCPA, PLLC. Randy’s area of expertise is in Corporate, Partnership, and Individual Income Tax Preparation -- utilizing a proactive tax planning model that streamlines, simplifies, and works to reduce tax liabilities for small taxpayers. In addition, he specializes in IRS representation work plus tax planning and research. He also has specialty areas in Business Valuation, as well as Financial Planning. Prior to the creation of his own firm, Randy worked with First Union National Bank (now Wells Fargo) in the Corporate Accounting and Capital Markets Divisions. Randy received his Accounting degree, Cum Laude, from Appalachian State University in 1992 and is a member of Phi Kappa Phi National Honor Society. As a CVA, Randy can place a certified value on closely held businesses for business owners seeking to sell, buy, or merge, or going through an ownership change. Randy is a member of the North Carolina Association of CPAs (NCACPA), former two-time president of the Charlotte Chapter of the NCACPA, and an active member of the American Institute of CPAs (AICPA).

(4/22/21)