December 31, 2026

Live Webcast

NASBA 8

Tax Update for Client Advisory Services Webcast

December 31, 2026
Live Webcast
NASBA 8
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    Instructor

    John
    Kilroy

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    Mr. John Kilroy

    Bio
    John Kilroy is a managing member of iValue Financial Planning LLC, located in the Philadelphia, Pennsylvania area. John engages clients in financial and tax planning, as well as preparing tax returns for individuals, corporations, partnerships, estates, and trusts. John is a CPA and a CFP? practitioner. He is a 1979 graduate of Villanova University with a BS in Accounting. John is a member of the Pennsylvania Institute of Certified Public Accountants and the Financial Planning Association (FPA). Within the FPA, John has served as a board member of the Philadelphia Tri-State chapter and on its education and finance committees. John is an adjunct faculty member for the Temple University Certificate of Financial Planning Program. He is a frequent speaker and facilitator on tax and financial planning topics. John has been quoted in the Wall Street Journal, MarketWatch.com, and USATODAY.com. He has written for the Journal of Financial Planning, and is a contributor to Retirement Weekly. John has also discussed financial and tax planning issues on various radio outlets.
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.

Learning 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

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

CPE Credits Available

NASBA 8
4
Taxation (NYSED) (Taxation) - NASBA
4
Taxes (NASBA) (Taxation) - NASBA

Things to Know About This Course

Course Level

  • Update

Prerequisites

A basic understanding of federal taxation

Advanced Preparation

A basic understanding of federal taxation

Intended Audience

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

Provider

Surgent McCoy CPE LLC

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