2023 - Individual Planning and Due Diligence (Half-Day Webinar) (Completed)

Date: Thursday, November 16, 2023
Instructor: Annette Nellen
Begin Time:  8:00am Pacific Time
9:00am Mountain Time
10:00am Central Time
11:00am Eastern Time
CPE Credit:  4 hours for CPAs
4 hours Federal Tax Law Updates for EAs and OTRPs
4 hours Federal Tax Updates for CTEC

Significant tax developments for 2023 relevant to individuals are covered along with the relevance to tax compliance and planning. Updates cover the prior year law changes effective in 2023 or later, IRS procedures, new reporting rules including for digital assets, possible legislative changes before year end, and 2023 tax form changes.

Who Should Attend
Corporate tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise businesses that have tax implications. All in-house and public practice tax professionals will benefit from this timely and insightful seminar.

Topics Covered

  • Key IRS and judicial rulings pertaining to income and property transactions, deductions, losses, and credits
  • New guidance under the Inflation Reduction Act of 2022 and past tax acts
  • What's new regarding digital asset planning and compliance
  • New IRS practice and procedures relevant to individuals
  • Changes to individual tax forms for 2023
  • Inflation adjustments for 2024
  • Legislative proposals
  • Expiring provisions
  • Planning and due diligence reminders

Learning Objectives

  • Identify key tax developments from Congress, the IRS, and the courts relevant to individual taxpayers
  • Identify due diligence and planning ideas from recent federal tax developments
  • Recognize changes to 2023 individual tax forms


Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (4 hours)

Program Prerequisites
A basic understanding of tax preparation.

Advance Preparation

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