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Surgent's 2023 Tax Update - Download

April 11th, 2024 - April 30th, 2025 @ -

Member Price $59
Non-Member Price $59
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Both businesses and individual clients face major changes as a result of tax reform, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest tax legislation applicable to individual and business clients. Continually updated to reflect enacted legislation.


  • Understand strategies and tactics to use in light of new legislation
  • Understand how to nail down valuable deductions and other reductions to the tax base

Major Subjects

  • Timely coverage of breaking tax legislation
  • Residency and domicile
  • Selling a principal residence, including tax planning strategies
  • Real Estate professional requirements
  • New Form 1099-K reporting requirements
  • Virtual currency, including recent developments regarding NFTs
  • Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas


All CPAs and accounting professionals looking to be familiar with the latest federal tax developments