Surgent's Top Business Tax Planning Strategies

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  • Location
    • Your Space
      Your Space
      Self Study - Surgent, ID 00000
  • Credits
    • 2.00
  • Credit Type(s)
    • Taxes (Technical) (2.00)
  • Prerequisites
    • A basic understanding of the tax rules relating to individual income tax

  • Vendor
    • Surgent
  • Level
    • Basic
  • Fields of Study
    • Taxes
  • Message
    • When & Where You Want

Description

Tax planning for the end of 2023 and for 2024 is largely built upon legislation contained within the Inflation Reduction Act and the SECURE Act 2.0, both enacted in 2022, that offers new planning options for businesses. There are, however, other business tax changes that come from other pieces of legislation, IRS pronouncements of various kinds, and court cases. This program analyzes the new opportunities that these tax changes offer to businesses and their owners.

Type = On-Demand Webcast

  • Qualifies for IRS CE Credit
  • Designed For

    Tax practitioners who anticipate advising business clients in 2023 and 2024 regarding strategies to reduce or eliminate federal income taxation

    Objectives

    Advise business owner clients on adopting tax planning strategies that would reduce their tax liability for 2023

    Highlights

    • Electronic filing requirements for information returns
    • Form 1099 E-File Portal
    • Prevailing wage and registered apprenticeship requirements
    • Monetizing energy credits
    • Amortization of research and experimental expenditures
    • New rules impacting required minimum distributions
    • Contributions to Roth “catch-up” plans
    • Compliance issues regarding the Employee Retention Tax Credit
    • Preparing for the implementation of the Corporate Transparency Act
    • Section 179 and bonus depreciation

    Advanced Prep

    None

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