Monthly Tax Update (January)

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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

• Year end tax legislation
• Initial tax activities of the 119th Congress
• Tax updates on mileage rates, income, charitable donations, NOLs, reporting of settlements, form changes, FTC and NIIT interaction, and more
• Corporate Transparency/BOI updates - continuing litigation saga and status for reporting
• Practice and procedure updates including proposed regs on Circular 230
• 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
• Understand the due diligence and planning relevance of recent tax developments

Level
Update

Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
Basic understanding of tax preparation.

Advance Preparation
None