BEGIN:VCALENDAR
VERSION:2.0
CALSCALE:GREGORIAN
METHOD:PUBLISH
PRODID://NDCP//517004
BEGIN:VEVENT
DTSTAMP:20260429T131606
VTIMEZONE:America/Chicago
DTSTART:20270422T130000Z
DTEND:20270422T163000Z
UID:517004
SUMMARY:Surgent's Tax Update for Client Advisory Services (TXU4)
LOCATION:Webinar
DESCRIPTION:Surgent's Tax Update for Client Advisory Services (TXU4)\n\n04/22/27 08:00 AM CST\n - 04/22/27 11:30 AM CST\Description:\nClient 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. 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
 Presenters:Dave Peters, CPA, CFP, CLU, CPCU, MST, MBAField of Study:Taxes (4)Major Topics:
 Common tax deadlines and penalties
 Employee Retention Credit – new developments
 Beneficial ownership information reporting
 Bonus depreciation changes
 Form 1099 reporting and changes
 Online accounts and IP PINs
 Virtual currency updates
 Green energy credit compliance
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's Tax Update for Client Advisory Services (TXU4)<br /><br />04/22/27 08:00 AM CST - 04/22/27 11:30 AM CST<br />Description:<br />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. <br><br><b>Objectives:</b><br><ul>
    <li>Recall common tax deadlines, penalties, and potential remedies</li>
    <li>Identify the requirements and how to file for withdrawal of an ERC claim</li>
    <li>Recognize where to file an initial beneficial ownership report on the FINCEN website</li>
    <li>Identify where to claim deductions for software on Form 4562 </li>
    <li>State the differences between 1099-K, 1099-NEC, and 1099-MISC</li>
    <li>Recognize when a taxpayer must file electronically</li>
    <li>Identify when a taxpayer may obtain an IP PIN</li>
    <li>State the reporting requirements for virtual currency</li>
    <li>Recognize reporting and substantiation requirements related to green energy credits</li>
</ul><br><b>Presenters:</b><br>Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA<br><br><b>Field of Study:</b><br>Taxes (4)<br><br><b>Major Topics:</b><br><ul>
    <li>Common tax deadlines and penalties</li>
    <li>Employee Retention Credit &ndash; new developments</li>
    <li>Beneficial ownership information reporting</li>
    <li>Bonus depreciation changes</li>
    <li>Form 1099 reporting and changes</li>
    <li>Online accounts and IP PINs</li>
    <li>Virtual currency updates</li>
    <li>Green energy credit compliance</li>
</ul><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
BEGIN:VALARM
TRIGGER:-PT5M
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR