BUNDLES

This course satisfies the Board of Accountancy Four-hour ethics requirement for all licensees of States with no specific requirement. It covers what ethics are and some of the different approaches to ethics. The course covers much of the AICPA Code of Ethics and many interpretations of the Code, particularly in the independence area.

This course satisfies the Board of Accountancy Four-hour ethics requirement for all licensees of States with no specific requirement. It covers what ethics are and some of the different approaches to ethics. The course covers much of the AICPA Code of Ethics and many interpretations of the Code, particularly in the independence area.

This course satisfies the Board of Accountancy Four-hour ethics requirement for all licensees of States with no specific requirement. It covers what ethics are and some of the different approaches to ethics. The course covers much of the AICPA Code of Ethics and many interpretations of the Code, particularly in the independence area

This course satisfies the Board of Accountancy Four-hour ethics requirement for all licensees of States with no specific requirement. It covers what ethics are and some of the different approaches to ethics. The course covers much of the AICPA Code of Ethics and many interpretations of the Code, particularly in the independence area.

This course satisfies the Board of Accountancy Four-hour ethics requirement for all licensees of States with no specific requirement. It covers what ethics are and some of the different approaches to ethics. The course covers much of the AICPA Code of Ethics and many interpretations of the Code, particularly in the independence area.

This course satisfies the Board of Accountancy Four-hour ethics requirement for all licensees of States with no specific requirement. It covers what ethics are and some of the different approaches to ethics. The course covers much of the AICPA Code of Ethics and many interpretations of the Code, particularly in the independence area.

This course satisfies the Board of Accountancy Four-hour ethics requirement for all licensees of States with no specific requirement. It covers what ethics are and some of the different approaches to ethics. The course covers much of the AICPA Code of Ethics and many interpretations of the Code, particularly in the independence area.

This course satisfies the Board of Accountancy Four-hour ethics requirement for all licensees of States with no specific requirement. It covers what ethics are and some of the different approaches to ethics. The course covers much of the AICPA Code of Ethics and many interpretations of the Code, particularly in the independence area.

Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this eight hour program in order to stay abreast of these developments.  This program will cover new court decisions, recent IRS publications, and the latest tax legislation that will impact businesses and individuals.  The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner.  

Who should Attend:  This course is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise businesses that have tax implications.  All in-house and public practice tax professionals will benefit from this timely and insightful seminar.

Program Content:

• Current business entity tax issues
• Any current tax legislation occurring during the period.
• Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues.

 Agenda:  Part I: Secure Act 2.0 – Employer Provisions

• Starter § 401(k) plans for small employers
• Requiring automatic 401(k) enrollment
• Improving worker access to emergency savings
• Increasing part-time workers’ access to retirement accounts
• Statute of Limitations on excise taxes imposed on overcontributions to retirement plans
• Multiple employer §403(b) plans
• Automatic portability provisions
• Other changes in the administration of company retirement plans

Part II:  IRS Procedure

• IRS Administration
• Statute of Limitations
• Penalties
• Anti-Injunction Act
• Reporting

   Learning Objectives:

• Understand the newest tax developments and changes to the Internal Revenue Code
• Learn effective and efficient techniques for implementing new standards
• Become familiar with recent court cases and Treasury publications affecting individuals and business entities.
• Acquire a working knowledge of recent changes to IRS procedure.
• Become conversant of recently issued tax court opinions and their implications to taxpayers.
• Know the status of upcoming tax legislation and how it might affect clients.

Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this eight hour program in order to stay abreast of these developments.  This program will cover new court decisions, recent IRS publications, and the latest tax legislation that will impact individuals.  The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner.

Who should Attend:  This course is suitable for tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise individuals that have tax implications.  All public practice tax professionals will benefit from this timely and insightful seminar. Learning Objectives:

• Become familiar with recent court cases and Treasury publications affecting business entities.
• Acquire a working knowledge of recent changes to IRS procedure.
• Become conversant of recently issued tax court opinions and their implications to taxpayers.
• Know the status of upcoming tax legislation and how it might affect clients.

 Program Content:  Part I:  Secure Act 2.0 – Employee Provisions

• Changes to the Saver’s Credit
• Changing the required minimum distribution rules for Roth 401(k)s
• Changes to required beginning dates for required minimum distributions of retirement plans.
• Penalty-Free Withdrawals for Certain Emergency Expenses
• Special provisions for firefighters and military personnel spouses
• Increases in catch-up contributions
• Impact on 529 plans
• Opportunities for student loan payment matching

 Part II:  IRS Procedure

• Offers in Compromise
• IRS Administration
• Statute of Limitations
• Mailbox Rule
• Discharge of Indebtedness