December 1, 2025


Live Webcast


NYSED 8

Surgent's Top 10 Tax Topics This Year Webcast

December 1, 2025
Live Webcast
NYSED 8

Surgent's Top 10 Tax Topics This Year Webcast

  • View Bio

    Instructor

    John
    Evanich

    View Bio

Learning Objectives

  • Understand the most important hot button issues that have emerged as areas of concern to the IRS, taxpayers, and tax advisors
  • Understand a broad range of tax subjects for both individuals and business owners
  • Recognize tax planning opportunities that may present themselves

Major Topics

  • Tax guide to exit planning
  • Partnership considerations: section 754 elections and section 743
  • C to S corporation conversions
  • Recurring basis issues
  • At-risk basis rules and Form 6198
  • New developments relating to IRS audits
  • Status of audits for high-income and high-net-worth individuals
  • The Dirty Dozen
  • Residency and domicile
  • Crowfunding: basic economics and related tax consequences
  • Choosing the right business entity

CPE Credits Available

NYSED 8
8
Taxation (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Taxation (NYSED)

Prerequisites

One or more years of experience in planning for individual and business clients

Advanced Preparation

One or more years of experience in planning for individual and business clients

Intended Audience

Accounting and Financial Professionals who want an in-depth discussion of the current tax issues that affect all clients

Provider

Surgent McCoy CPE LLC

This event has ended.