Surgent's Federal Tax Update - VIRTUAL


Both businesses and individual clients face major changes as a result of new legislation, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest cases and rulings applicable to individual and business clients. Continually updated to reflect enacted legislation.


Experience with individual and business clients


  • Understand strategies and techniques to use in light of new legislation
  • Understand the latest enacted tax law changes
  • Understand current cases and rulings affecting your clients


Comprehensive coverage of the Inflation Reduction Act, including:

  • The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability and Prevailing Wage and Apprenticeship Requirements

Comprehensive coverage of the SECURE 2.0 Act, including:

  • Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans
  • Timely coverage of breaking tax legislation
  • The Gig Economy - Tax implications, Independent Contractor vs. Employee Classification and the 2024 DOL Final Rule
  • Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas

Register Now

Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:


4 CPE Credits
Tax: 4 Credits


Member Price:
$194 $219
Non-member Price:
$244 $269
Register by October 3rd for Early Bird Pricing.

Registration is open through 10/16.

Thursday, October 17th

1:00pm to 4:30pm
(Check-In 12:30pm)

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John Lawrence