Surgent's Tax Update for Retirement Planners and Investment Advisors

Overview

The regulatory world is complex for advisors. Not only are you subject to SEC and FINRA regulations, but what the IRS does as well. Clients expect you to be on top of what is happening in the world of investing, insurance, and taxes. It is not enough to just know the Code sections or the final rules affecting them. Your clients want to know how changes and updates affect their financial well-being.

Delivery Method: Individual webcast
CPE Credit: 2
Program Level: Update

This course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.

Highlights

OBBBA changes
Trump IRAs and Trump Accounts
Independent contractor vs. employee
SEC updates

Prerequisites

Previous experience in financial planning, investment management, tax, or other related financial professional fields

Designed For

Experienced accounting and finance professionals

Objectives

Identify key tax changes for individual clients
State the key aspects of Trump IRAs and Trump Accounts
Recognize SEC clarifications on which cryptocurrencies are considered securities