Self-Study On-Demand


1 CPE

Surgent’s Weekly Expert Hour (Original Air Date: 9/26/24)

Self-Study On-Demand
1 CPE

Learning Objectives

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

Major Topics

  • The Retirement Security Rule and fiduciary regulations
  • IRS Notice 2024-63: Employer matching contributions made to retirement plans related to employee student loan payments
  • Discussion of findings of the Treasury Inspector General for Tax Administration
  • Updates to the IRS Form 1099-DA draft version

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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