2023 Tax Season Federal Updates - Individual

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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.

Contributors

Allan (AJ) 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.
Michael R. Miranda CPA, QKA, NQPC, AEP

Bringing 48 years of experience in 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 part of his IRS representation practice, Michael has worked with the National Office to obtain private letter rulings for clients, in addition to numerous EPCRS submissions and audits. As a nationally recognized tax speaker, he maintains an active schedule presenting webinars and seminars on tax law, employee benefit planning, and estate planning.

Michael spent much of his career as a CPA with a regional CPA firm located in Northwestern Iowa, retiring after 27 years as a senior manager-shareholder with this firm. His career started as a Tax Specialist with a Big 8 accounting firm in their South Bend and Minneapolis offices, providing tax and estate planning for individuals and small to medium-sized businesses. He has earned professional designations including CPA, QKA, NQPC and AEP. Michael maintains professional memberships with the American Institute of Certified Public Accountants (AICPA), the American Society of Pension and Professional Actuaries (ASPPA), National Association of Enrolled Agents (NAEA), and the National Association of Estate Planning Councils (NAEPC).

Michael resides in Sioux Falls, SD with his wife Jeanette. Outside of his professional practice, Michael is a cellist with the Sioux City Symphony Orchestra. When he is not working, his time is spent with various activities, including traveling with his wife and playing golf.

Thank you

Description

Contributors

Allan (AJ) Reynolds, EA

Michael R. Miranda CPA, QKA, NQPC, AEP