Monthly Tax Update (February)

Date: Tuesday, February 27, 2024
Instructor: Annette Nellen
Begin Time:  9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time
CPE Credit:  2 hours for CPAs
2 hours Federal Tax Law Updates for EAs and OTRPs
2 hours Federal Tax Updates for CTEC

These monthly update webinars provide an opportunity to stay on top of developments that directly and indirectly affect your clients and practice. The focus is on key guidance from legislation, tax agencies and the courts that represent new interpretations, as well as guidance on new laws. Join tax expert, Annette Nellen, as she emphasizes the updates most relevant to individuals and small businesses. This course will cover federal developments and issues, as well as key state and multistate changes likely to have a broad impact. We encourage you to register each month to stay on top of the constant change in tax guidance, build a strong foundation for tax planning, and identify possible practice development areas.

Who Should Attend
Practitioners at all levels looking for a way to efficiently stay on top of key federal and state developments of most relevance to individuals and small businesses.

Topics Covered

  • Update on status of H.R. 7024 and its long-awaited tax changes
  • Update on IRS Spending and SOP update
  • IRS Reminders on §6695(g) preparer due diligence penalty and how to avoid it
  • Tax updates on ERC claims, energy credits, caution regarding effective date of digital asset basis tracking, and more
  • Practice and procedure updates including annual adequate disclosure ruling
  • Select multistate developments IP-PIN reminders, innocent spouse cases, open statute of limitations
  • Planning and due date reminders
  • And more

Learning Objectives

  • Identify key developments from legislatures, tax agencies and the courts
  • Recognize law changes that may affect your clients and your practice

Level
Update

Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
Basic understanding of tax preparation.

Advance Preparation
None

Registration Options
Individual In-person Group Remote Group
*Note: 3 or more qualifies for discounted Group Participant Fee
Fees
Regular Fee $115.00
Group Participant Fee $92.00

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