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.

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

Preparation

None