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Surgent's 2025 Tax Update for Client Advisory Services

 Various
 
4.0
Registration is Open
Member Price
$159.00 Regular Registration
Your Price
$167.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Fri, 06/27/2025 from 9:00 am to 12:30 pm
 Thu, 07/10/2025 from 9:00 am to 12:30 pm
 Wed, 08/27/2025 from 9:00 am to 12:30 pm
 Thu, 10/23/2025 from 9:00 am to 12:30 pm
 Thu, 11/13/2025 from 1:00 pm to 4:30 pm
 Tue, 12/09/2025 from 9:00 am to 12:30 pm
 Thu, 01/08/2026 from 1:30 pm to 5:00 pm
 Thu, 02/26/2026 from 9:00 am to 12:30 pm
 Tue, 03/10/2026 from 1:00 pm to 4:30 pm
 Thu, 04/23/2026 from 9:00 am to 12:30 pm
 Currently available
Designed For:

Accounting and finance professionals who are looking to stay current on federal tax issues

Prerequisite:

A basic understanding of federal taxation

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 to individual and business tax returns so that CAS professionals can better assist clients with tax needs in the upcoming year.

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Update

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

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

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.