2023 Tax Season Federal Updates - Individual
IRS Program #: X9QQU-U-01099-23-O/S
CTEC #: 6257-CE-0266
CTEC #: 6257-CE-0266
CE: 2 IRS & 2 CTEC credits for live and on-demand
Materials
Course Description
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.
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.
Can't watch live? Don't worry! The on-demand is posted below for CE credit!
Presenters
Allan (A.J.) Reynolds, EA
A.J. has immense experience in various areas of taxation, which encompasses over 30 years. His practice centers on individual, business, and estate tax preparation. In addition, A.J. specializes in IRS audits, appeals, collections and other tax representations. He speaks for multiple organizations and brings his everyday “in the trenches” experience to assist attendees with real issues affecting tax professionals. A.J. started his tax career with a national CPA firm in San Diego, CA after proudly serving five years in the U.S. Navy.
A.J. has immense experience in various areas of taxation, which encompasses over 30 years. His practice centers on individual, business, and estate tax preparation. In addition, A.J. specializes in IRS audits, appeals, collections and other tax representations. He speaks for multiple organizations and brings his everyday “in the trenches” experience to assist attendees with real issues affecting tax professionals. A.J. started his tax career with a national CPA firm in San Diego, CA after proudly serving five years in the U.S. Navy.
Michael Miranda, CPA, QKA, AEP
Bringing 46 years of experience with tax consulting, estate planning, and employee benefits to his work as an independent consultant, Michael is the owner of MIRANDA CPA & Consulting LLC in Sioux Falls, SD. His tax practice focuses on corporate, individual, estate and gift, and tax accounting. He also provides employee benefit planning and consultation services for qualified, non-qualified, and health and welfare benefit plans. As a nationally recognized tax speaker, he maintains an active schedule presenting webinars and seminars on tax law, employee benefit planning, and estate planning. Prior to 2017, he spent 27 years with a regional CPA firm and 13 years with a Big 8 accounting firm.
Bringing 46 years of experience with tax consulting, estate planning, and employee benefits to his work as an independent consultant, Michael is the owner of MIRANDA CPA & Consulting LLC in Sioux Falls, SD. His tax practice focuses on corporate, individual, estate and gift, and tax accounting. He also provides employee benefit planning and consultation services for qualified, non-qualified, and health and welfare benefit plans. As a nationally recognized tax speaker, he maintains an active schedule presenting webinars and seminars on tax law, employee benefit planning, and estate planning. Prior to 2017, he spent 27 years with a regional CPA firm and 13 years with a Big 8 accounting firm.
Continuing Education
This course qualifies for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at
education@naea.org. IRS Requirements for live webinars require at least 50 minutes per hour of attendance and answering 3 out of the 4 polling questions. For on-demand, you must watch the full video, answer the knowledge check, and pass the assessment with a score of 70% or above. No partial CE is offered.
Webinar Refund Policy
To request a refund, contact the NAEA education team via email at
education@naea.org. An NAEA education team member will review the request for a refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand will not be refunded.