2024 Tax Updates for Individuals (Completed)
Date: Wednesday, November 13, 2024
Instructor: Barbara Weltman
| Begin Time: |
11:00am Pacific Time
12:00pm Mountain Time
1:00pm Central Time
2:00pm Eastern Time |
| CPE Credit: |
1 hour for CPAs
1 hour Federal Tax Law Updates for EAs and OTRPs
1 hour Federal Tax Updates for CTEC |
|
NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card
New tax laws, new cases, IRS guidance, and inflation-driven cost-of-living increases in numerous tax rules present planning opportunities for your clients. Your guidance is needed to help clients navigate the new tax landscape now.
This one-hour CPE session presented by experienced practitioner and instructor Barbara Weltman, J.D., will provide an update on critical year-end tax steps for your individual clients.
Who Should Attend
All CPAs, EAs, and other tax professionals who advise individual clients on federal tax issues.
Topics Covered
- What's new for 2024 returns
- Special actions in light of new rules related to green energy and retirement savings
- Tax rule changes in 2024
- Last-minute tax actions
Learning Objectives
- Identify the latest developments in federal taxation for individual taxpayers
- Recognize and apply recent developments to year-end tax planning
- Identify open tax questions and what to do now
- Recognize strategies for individuals to minimize their tax bill
Level
Update
Instructional Method
Group: Internet-based
NASBA Field of Study
Taxes (1 hour)
Program Prerequisites
A basic understanding of tax preparation.
Advance Preparation
None
