Self-Study On-Demand


1 CPE

Surgent's Weekly Expert Hour (Original Air Date: 5/27/21)

Self-Study On-Demand
1 CPE

Learning Objectives

  • Be well informed on current topics impacting taxes, finance, and industry

Major Topics

  • The American Families Plan Tax Compliance Agenda (as of 5/27/21)
  • IRS Notice 2021-31
  • Pitfalls to avoid when moving IRA assets for beneficiaries
  • New Form 14457 and accompanying Instructions
  • Options to resolve taxpayer noncompliance related to foreign income or assets
  • Updated Voluntary Disclosure Program (UVDP)

CPE Credits Available

1 CPE
1
Taxes

Things to Know About This Course

Course Level

  • Update

Prerequisites

A general familiarity with the current financial climate

Advanced Preparation

None

Intended Audience

Financial professionals who wish to be up to speed on the latest news affecting themselves and their clients

Provider

Surgent

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