NJSEA: 2023 Federal Tax Updates Webinar
Course Description
This session will review the key changes (both statutory and administrative) to tax law for 2023 that impact individuals and small businesses. Attention will be placed on the provisions of the Inflation Reduction Act with emphasis on the new energy and EV credits; provisions of the Secure Act 2.0; significant Appeals Court and lower court tax cases; and various IRS Notices and guidance. Changes involving the 2023 IRS tax forms will be reviewed.
Learning Objectives
- Note the changes to 2023 Form 1040 and associated Schedules.
- Identify many of the significant changes legislated by Congress in the Inflation Reduction Act (IRA) and the Secure Act 2.0.
- Understand the significant court decisions in 2023 and their impact on taxpayer representation.
Presenters
Frank Degen, EA, USTCP, NTPI Fellow
Frank Degen, EA, USTCP, is a self-employed practitioner in Setauket (Long Island), New York. He has a bachelor’s degree in mathematics from Iona College and a master’s degree from John Hopkins University. He became an Enrolled Agent in 1984.
Frank is a fellow of the National Tax Practice Institute. He is also a non-attorney admitted to practice in the United States Tax Court.
Read the full bio here!
Frank Degen, EA, USTCP, is a self-employed practitioner in Setauket (Long Island), New York. He has a bachelor’s degree in mathematics from Iona College and a master’s degree from John Hopkins University. He became an Enrolled Agent in 1984.
Frank is a fellow of the National Tax Practice Institute. He is also a non-attorney admitted to practice in the United States Tax Court.
Read the full bio here!
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.This course also qualifies for CFP credits. NJSEA will be reporting these credits. Contact NJSEA to at info@njsea.org to request these be reported.
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.