Monthly Tax Update (November) (Completed)

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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 expert, Annette Nellen, as she emphasizes the updates most relevant to individuals and small businesses. In addition, this course will cover federal developments, key state, and multistate issues likely to have a broad impact. We encourage you to register once a quarter to stay on top of the constant change in tax guidance, build a stronger 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
• Inflation adjusted amounts for 2025
• Tax updates on income, real estate professionals, investment losses, Cohan rule, partnership items, IRS change on certain international penalties, staking, and more
• Corporate Transparency/BOI updates - litigation update and more
• Guidance on PINs that start for 2025 for the Energy Efficient Home Improvement Credit (§25C)
• Practice and procedure updates
• Outlook for 2025 and beyond
• 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