Surgent's 2025 Tax Update for Client Advisory Services
April 23, 2026
Vendor Webinar
4 CPE
Surgent's 2025 Tax Update for Client Advisory Services
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
4 CPE
4
Taxation
Things to Know About This Course
Course Level
Update
Prerequisites
A basic understanding of federal taxation
Advanced Preparation
None
Intended Audience
Accounting and finance professionals who are looking to stay current on federal tax issues
