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Exploring Client Advisory Services: 2024 Tax Update

 Tue, 06/24/2025 from 12:00 pm to 1:40 pm
 
2.0
26 / 3-108
Registration is Open
Price
$109.00 Regular Registration
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Designed For:

Risk managers, CFOs, Controllers, and others who are involved in the risk management function at their firm.

Prerequisite:

Basic knowledge of risk management

Client Advisory Services (CAS) professionals are becoming a more integral part of the operations of any CPA firm. As such, they must stay on top of changing tax law. In this course, we will explore tax changes in areas CAS professionals are involved with – information reporting, payroll tax issues, and tax credit and deduction documentation. We will also discuss relevant changes on individual and business tax returns so that CAS professionals can better assist clients with tax needs in the upcoming year.

Delivery Method: Group-live
CPE Credit: Business Management Organization
Program Level: Intermediate

Facility

Event location
Ashore Resort & Beach Club

Objectives

* Recall common tax deadlines, penalties, and potential remedies. 
* Identify the requirements and how to file for withdrawal of an ERC claim. 
* Recognize where to file an initial beneficial ownership report on the FINCEN website.
* Identify where to claim deductions for software on Form 4562.  
* State the differences between 1099-K, 1099-NEC, and 1099-MISC. 
* Recognize when a taxpayer must file electronically.
* Identify when a taxpayer may obtain an IP PIN. 
* State the reporting requirements for virtual currency. 
* Recognize reporting and substantiation requirements related to green energy credits.

Schedule

I want to download the manual (printed materials not available)

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.