Courses

Virtual Federal Tax Camp with Sue Smith

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Member Price: $349.00 Non-Member Price: $549.00

Date/Time:: Nov 7, 2024, 8:30am–4:30pm
Developer:: Surgent McCoy CPE, LLC
CPE Credits:: Taxes: 8.00
Fields of Study:: CFP, Taxation
Instructors: Susan Smith
Susan Smith, CPA, manages her own firm specializing in tax planning for individuals and business owners and is also a frequent speaker at tax conferences. Smith was a Senior Manager in the tax departments of Price Waterhouse and Peat Marwick (the predecessor of KPMG). While at Price Waterhouse, she also held the national specialist designation for the real estate and partnership tax practices. During her time at Peat Marwick, Smith led the real estate and tax practices locally. She was an associate adjunct professor at Widener University in the master's taxation program. Her ratings have consistently exceeded 4.7 on a scale of 5.0. Smith is a two-time recipient of the James L. McCoy Discussion Leader of the Year Award for excellence in teaching. And in 2015 and 2016, she received the Surgent Outstanding Discussion Leader Award because of her consistently high evaluations for knowledge and presentation skills.

Please note: This is a live, private course. Attendance at this live course is limited to VTCPA members and those registered through the VTCPA. It takes the place of the usual on-site live Tax Camp offered by the VTCPA.

Tax practitioners have been hard-pressed to keep up with recent legislation and new IRS guidance. In this course, tax advisors will be fully updated on the most important legislative and regulatory developments of the season as well as major trends and changes in the case law, with a view toward planning considerations. This course is continually updated to reflect enacted legislation.

Objective

Understand the latest tax law changes
Understand strategies and techniques for individuals to use in light of tax changes
Understand current cases and rulings affecting individuals and businesses

Highlights

Comprehensive coverage of the Inflation Reduction Act of 2022 and the SECURE Act 2.0
Timely coverage of breaking tax legislation
Employee Retention Tax Credit updates
Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax
Form 1099-K reporting requirements
The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL FinalRule
State of the IRS
New FinCEN reporting requirements under the Corporate Transparency Act in 2024
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

Designed For

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

Prerequisite

Experience with individual and business clients.