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Description
2023 Tax Season Federal Updates - Individual
IRS Program #: X9QQU-U-01099-23-O
CTEC #: 6257-CE-0266
CE: 2 IRS Update & 2 CTEC credits
Speakers: Allan (A.J). Reynolds, EA & Michael Miranda, CPA, QKA, AEP
Tax season always brings new challenges, and this upcoming season will be no exception. Join us for this fast-paced, must-attend updates and overview where you will receive the latest information and guidance that has transpired over the last 12 months affecting your practice encompassing your individual clients.
Can't watch live? Don't worry! The on-demand will be posted after the webinar for CE credit!
Learning Objectives:
- Summarize any late breaking updates, tax related legislation, or guidance.
- Analysis of Virtual Currency issues, updates and recognize reporting obligations.
- Explore Form 1099-K and examine FAQs.
- Examine Energy Credits to amplify benefits.
- Explore Clean Vehicle Credits and planning associated with these credits.
- Discover Employee Benefits.
- SECURE Act 1.0 – Revisit Notice 2023-54 and expected final guidance for death RMDs.
- SECURE Act 2.0 – Review of key 2023 and 2024 Tax & Financial provision for your clients.
- Revisit updated rules for SEPP distributions per Notice 2022-6 & SECURE Act 2.0 changes.
- Assess Cyber Security and Security Plans.
- Discuss increased interest rates and importance of estimates.