Monthly Tax Update (October)

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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

• Disaster relief updates
• Recent tax reform hearings in Congress
• IRS Strategic Operating Plan updates and stats
• GAO Concerns with Info Reporting Changes - 1099-K and 1099-DA
• Tax updates on real estate professionals, tax gap contributors, S corp liquidations, ERC updates, TCJA §274(o) starts in 2026, recent estate tax rulings, and more
• IRS Chief Counsel reorganization, continuing PTIN litigation and other procedural updates
• Select multistate developments including issue of apportioning use tax
• 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