About this course
What you’ll learn
This essential annual tax seminar for tax professionals takes place in person at four key locations across Georgia—Augusta, Athens, Lawrenceville, and Kennesaw—and is also available as a live online course. The eight-hour session is full of the most important and current information on issues affecting your individual, partnership, and corporate clients this tax season. Stay ahead with comprehensive coverage of major trends, case law updates, and legislative and regulatory changes.
This IRS-approved Continuing Education program ensures you meet your professional development requirements. The major topics covered by this year’s update include:
- Congressional Budget Reconciliation Process
- Potential expiration of select TCJA provisions
- Tariff policy and implementation
- Digital assets and tax implications
- Form 1099-K reporting requirements
- Sale of Passthrough Entity Interests and Net Investment Income Tax
- Timely coverage of breaking tax legislation
- Additional tax provisions
View the latest IRS News Releases (Opens in a new window).
View the latest IRS Tax Tips (Opens in a new window).
Who should attend?
This program is designed for tax professionals, including:
- Certified Public Accountants
- Enrolled Agents
- Registered Tax Return Preparers
- Certified Financial Planners
- Tax Attorneys
- Other tax professionals
Continuing Education Information
Upon successful completion of the course, students will be awarded a digital certificate and the continuing education credits that correspond:
- 8 hours CPE (Continuing Professional Education)
- 8 hours CE (Continuing Education for Enrolled Agents – IRS Approved)
- 8 hours CFP credit
- 6.5 CLE (Continuing Legal Education) For Attorneys Only
- .65 CEU (Continuing Education Unit)
Surgent will be providing CPE credits to those who attend in person. Online participants can obtain CPE credits by presenting the UGA Certificate as evidence of their participation.
Requirements & policies
Location
Augusta Classroom: Augusta University (Opens in a new window), Summerville Campus, 2500 Walton Way, Augusta, GA 30904
Athens Classroom: UGA Center for Continuing Education & Hotel (Opens in a new window), 1197 South Lumpkin Street, Athens GA 30602
Lawrenceville Classroom: UGA Gwinnett Campus (Opens in a new window), 2530 Sever Road, Lawrenceville, GA 30043
Kennesaw Classroom: KSU Center (Opens in a new window), Kennesaw State University, 3333 Busbee Drive, Kennesaw, GA 30144-5591
Live-Online Session: Live via Zoom
Fees & funding information
Classroom Format Registration Fee:
- $309 Early Bird (Available until October 18, 2025)
- $359 Standard Fee (includes breakfast, digital PDF of the Surgent manual and PowerPoint Presentation, PTIN/CPE reporting, and an afternoon snack).
Online Format Registration Fee:
- $295 Standard Fee (includes digital PDF of the Surgent manual and PowerPoint Presentation, and PTIN/CPE reporting).
Optional Printed Surgent manual: $32.00
Optional CLE Credit for Lawyers: $26.00
Prerequisites
Experience with individual and business clients.
Textbook
Surgent Manual: All participants will receive a digital PDF of the Surgent manual. If you are attending an in-person workshop and prefer a printed version of the Surgent manual, be sure to select the optional add-on for the printed copy for $32.00. The printed Surgent manual add-on option is available through November 7, 2025. If you purchase the add-on for the printed Surgent manual, it will be provided to you when you check in at the classroom workshop.
Checkpoint Handbook: At registration, participants can choose to buy the Checkpoint Handbook for $45.00. The Checkpoint Handbooks will be shipped directly to participants in early January 2026. The deadline to order a Checkpoint Handbook is December 12, 2025.
People & organizations
Instructor(s)
Jeff Snyder, CPA, is an alumnus of The Ohio State University and has more than 40 years of experience in public accounting and financial education. Jeff has taught the Federal Tax Update course for over 23 years. In 2017, he was named the James L. McCoy Discussion Leader of the Year by Surgent Professional Education. He consistently receives high evaluations for his enthusiasm, knowledge of accounting and tax information, and his real-life examples and anecdotes.
Supporting associations
Georgia Commission on Continuing Lawyer Competency
U. S. Internal Revenue Service
Contact us + FAQs
FAQ
View the most frequent questions asked by our learners
Cancellation Policies
View our cancellation policies
Financial and Military Assistance
Find out which programs are eligible for assistance
See what our students say
“Jeff Snyder is the absolute best, most engaging, and most knowledgeable instructor I have ever taken a class from. I have been taking this class for going on 20 years and am so glad he was able to keep coming back. What a wealth of knowledge that he brings to the table!”
Deborah
Accountant
“Over 50 years of attending CPE courses online and in person and the instructor has by far the best presentation and delivery, hands down.”
Keith
Accountant
“Having participated in a number of live and online seminars over the years, I found this one to be timely, interesting, and informative, but also more affordable than most.”
Renita
Accountant
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