October 17, 2025

Live Webcast

NYSED 8

The Best Individual Income Tax Update Course by Surgent Webcast

October 17, 2025
Live Webcast
NYSED 8

The Best Individual Income Tax Update Course by Surgent Webcast

  • View Bio

    Instructor

    Deborah
    Phillips

    View Bio

    Deborah Phillips

    Bio
    Deborah's bio is coming shortly.
  • Comprehensive coverage of the One Big Beautiful Bill Act
  • Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions
  • Tariff policy and implementation
  • analyze the use of tariffs as a fiscal and trade policy tool
  • Digital assets and tax implications
  • understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities
  • Artificial intelligence
  • discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection
  • Form 1099-K reporting requirements
  • understand the evolving IRS thresholds and rules for third-party payment platforms
  • The Gig Economy
  • examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status
  • Timely coverage of breaking tax legislation
  • Real Estate professional requirements
  • Review of pertinent cases and rulings affecting taxpayers
  • 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

Learning Objectives

  • Understand strategies and tactics to use in light of new legislation
  • Understand the most current guidance on retirement planning
  • Understand how to nail down valuable deductions and other reductions to the tax base

Major Topics

  • Comprehensive coverage of the One Big Beautiful Bill Act
  • Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions
  • Tariff policy and implementation
  • analyze the use of tariffs as a fiscal and trade policy tool
  • Digital assets and tax implications
  • understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities
  • Artificial intelligence
  • discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection
  • Form 1099-K reporting requirements
  • understand the evolving IRS thresholds and rules for third-party payment platforms
  • The Gig Economy
  • examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status
  • Timely coverage of breaking tax legislation
  • Real Estate professional requirements
  • Review of pertinent cases and rulings affecting taxpayers
  • 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

CPE Credits Available

NYSED 8
8
Taxation (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Update

Professional Area of Focus

  • Taxation (NYSED)

Prerequisites

All tax practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes affecting their individual clients

Advanced Preparation

All tax practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes affecting their individual clients

Intended Audience

All tax practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes affecting their individual clients

Provider

Surgent McCoy CPE LLC

This event has ended.