2023 January Solutions Room: Automatic State Payments

Thank you

Thank you for attending the NAEA webinar. Please fill out this short survey to let us know how it went!

Description

2023 January Solutions Room: Automatic State Payments
IRS Program #: X9QQU-T-00923-23-O
CTEC #: 6257-CE-0123
CE: 1 IRS credit & 1 CTEC credit (for live attendance only)
Speaker: Beth Logan, EA

We’re solution focused. Register for this webinar for insight about the latest tax law changes (and the challenges they create) directly from leading experts in the tax industry. The session will conclude with a Q&A session – be prepared to ask questions of our experts! 

Are you aware that 19 states have sent money to residents and/or taxpayers? This course will discuss which states, if they are taxable, and how the payment is included on the 1040.

Learning Objectives:
1. Explain which states have taxable payments and which have non-taxable payments
2. Apply these payments to the rules around taxable income
3. Demonstrate through examples the handling of the payments
4. Describe the different state payments

Contributors

Beth Logan, EA

Beth Logan, EA, is the owner of Kozlog Tax Advisers. Her business provides tax preparation, representation, tax advise, and business consulting for clients throughout the US and globally, focusing on Massachusetts. Logan became an Enrolled Agent in 2013 and has been a member and active participant in MaSEA and NAEA, including two years as MaSEA President and one year as NAEA Education Chair. She has presented many tax classes to Enrolled Agents and laypersons, written numerous articles, and written three books on taxes, including the latest, Divorce and Taxes After Tax Reform. She has two electrical engineering degrees from Georgia Institute of Technology and an MBA from University of Maryland, College Park.