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Surgent's Federal Tax Update (BFT4)

Thursday, October 29, 2026
01:00 PM - 04:30 PM (Eastern)

Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

  • Format Webinar
  • Credits 4.00
  • Level Update
  • Field of Study Taxes (4)

$159.00

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Overview

Both businesses and individual clients face major changes as a result of new legislation, 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 cases and rulings applicable to individual and business clients. Continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BIT4.

Major Topics:

  • Comprehensive coverage of individual provisions of the One Big Beautiful Bill Act, including but not limited to:
    • TCJA provisions made permanent
    • New Tip Income Deduction
    • New Overtime Pay Deduction
    • New Car Loan Interest Deduction
    • New Temporary Senior Deduction
    • Expanded SALT Cap
    • Trump Accounts
  • Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to:
    • Bonus Depreciation made permanent
    • Increased §179 deduction
    • Changes to §163(j)
    • Form 1099/1099-K changes
  • Qualified Small Business Stock Exclusion
  • Charitable giving after the OBBBA:
    • New 0.5% AGI floor on itemized charitable contributions, the statutory ordering rule, and carryforward mechanics
    • Interaction of the new limitation on the value of itemized deductions with the charitable floor
    • Bunching strategies and donor-advised funds as a continuing planning response
    • New charitable contribution deduction for non-itemizers
    • Qualified Charitable Distributions (QCDs) as a strategy unaffected by the new floor
    • Substantiation rules
  • Digital Assets & Tax implications: understanding covered vs. noncovered securities and the second phase of broker basis reporting on Form 1099-DA
  • Retirement Plan Developments: SECURE 2.0 catch-up contribution rules taking effect in 2026, including mandatory Roth treatment for certain higher-paid participants
  • IRS Administration and Compliance Developments
  • Timely coverage of breaking tax legislation
  • Advanced practice and reporting issues, along with related planning ideas and discussion topics

Learning Objectives

  • Understand strategies and techniques to use in light of new legislation
  • Understand the latest enacted tax law changes
  • Understand current cases and rulings affecting your clients

Who should take this course:

Accounting and Finance Professionals who need to know the latest tax law changes in all areas of practice

Experience with individual and business clients

None

Yes

No

No

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