Prepare. Stay up to date. Guide clients through federal tax season with confidence.

Back by popular demand, Veteran CPA and instructor Jeff Snyder is returning to teach the Federal Tax Update 2024. Tax professionals are updated on the most important points of recent legislation and IRS guidance. Participants are informed of major trends with a view toward tax planning considerations.

Snapshot

Format: Online/Classroom

Credits: CPE, IRS-app. CE, CLE

Where: 4 locations in GA

When: Dec. 2 - 5, 2024

Cost: $295 - $365

Register Below

IRS CE logo This annual tax seminar for tax professionals is offered in person at four locations and one live-online course in Georgia. This eight-hour session is packed with updated information on the most important issues affecting your individual, partnership, and corporate clients this tax season. This course covers major trends and changes in case law and explores legislative and regulatory developments.

Federal Tax Update 2024 is an IRS-approved Continuing Education program. Registration is open for the one-day sessions offered in Augusta, Athens, Lawrenceville, Kennesaw, and the one-day live-online session.

Major Topics

  • 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, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance
  • Timely coverage of breaking tax legislation
  • Form 1099-K reporting requirements
  • Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax
  • The Gig Economy – Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule
  • New FinCEN reporting requirements under the Corporate Transparency Act in 2024
  • Employee Retention Tax Credit updates
  • 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

View the latest IRS News Releases.

View the latest IRS Tax Tips.

Who Should Attend?

CPAs, Enrolled Agents, Registered Tax Return Preparers, CFPs, Tax Attorneys, and other tax professionals who need to know the latest tax law changes in all areas of practice.

Course Information

Course Date Info: 

Augusta Classroom — Register Now
The Salvation Army Kroc Center of Augusta, 1833 Broad St, Augusta, GA 30904
Monday, December 2, 2024
8:00 a.m. - 4:00 p.m.
#0961-016

Athens Classroom — Register Now
UGA Center for Continuing Education & Hotel, 1197 South Lumpkin Street, Athens GA 30602
Tuesday, December 3, 2024
8:00 a.m. - 4:00 p.m.
#0961-017

Lawrenceville Live-Online Session — Register Now
Live via Zoom
Wednesday, December 4, 2024
8:30 a.m. - 4:30 p.m.
#0961-018

Lawrenceville Classroom — Register Now
UGA Gwinnett Campus, 2530 Sever Road, Lawrenceville, GA 30043
Wednesday, December 4, 2024
8:30 a.m. - 4:30 p.m.
#0961-019

Kennesaw Classroom — Register Now
KSU Center, Kennesaw State University, 3333 Busbee Drive, Kennesaw, GA 30144-5591
Thursday, December 5, 2024
8:00 a.m. - 4:00 p.m.
#0961-020

Course format: 

Online and Classroom

Course Fee(s): 

Classroom Format Registration Fee:
$295 Early Bird (available until October 5, 2024)
$365 Standard Fee (from October 6, 2024)

The classroom format fee includes breakfast, a printed or digital copy of the Surgent manual, PTIN/CPE reporting, an afternoon snack, and a digital certificate.

A printed Surgent manual can be ordered until November 11. After this date, participants will only be given the digital version of the manual.

Online Format Registration Fee:
$295 Standard Fee

The online format fee includes a digital copy of the Surgent manual and PowerPoint Presentation, PTIN reporting, and a digital certificate.

 

Additional Important Information:
Surgent will be providing CPE credits to those who attend in person. Online participants can obtain CPE credits by presenting the UGA Certificate as evidence of their participation.

At registration, participants have the option to purchase the Checkpoint Handbook for $44.15. Handbooks purchased after November 11 are not guaranteed to be received before December 30. Lawyers may also opt to purchase the CLE Credit upon registration for a fee of $26.

Do you need to purchase more Checkpoint (formerly RIA handbooks)? Your confirmation email receipt contains the link to order more RIA handbooks or call our Registration Team at (706) 542-3537.

Jeff Snyder, CPA, is an alumnus of The Ohio State University and has more than 40 years of experience in public accounting and financial education. Jeff has taught the Federal Tax Update course for over 23 years. In 2017, he was named the James L. McCoy Discussion Leader of the Year by Surgent Professional Education. He consistently receives high evaluations for his enthusiasm, knowledge of accounting and tax information, and his real life examples and anecdotes.