Day One Individual
Live Virtual Seminar
January 16th, 2024
Lecture begins at 8am CST
- Credits: 8
- Delivery Method: Seminar – Group Internet Based
- Field of Study: Taxation
- Knowledge Level: Overview
- Prerequisites: None
- Advanced Knowledge: Basic Understanding of Taxation
- Speaker: Shelli Houston
Join Shelli Houston in our Live Virtual Seminar as she presents you with this year’s Individual Federal Tax Update
Course Description
This course is essential for the tax practitioner who wants to update their knowledge of individual income taxation. This course will provide a comprehensive review of Form 1040 and schedules A-F, SE, 2106, 1099, and 1098 complexities, including, updates of tax legislation and planning strategies to better assist your clients. This year has already given us Secure Act 2.0, are they done we doubt it. How can you better prepare your client for next year? When filing what strategies can I take advantage of for my client? You have the questions; Art has answers for you. An update is an update, this class will give you much, much, more.
Learning Objectives
To provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1040 for the tax season and be able to offer tax planning strategies to their clients.
- Review of essential IRC Sections
- Review of new legislation
- New credits, deductions, and tax relief
- Alternative Minimum Tax issues
- Individual retirement plan issues
- Review of COVID Bills, Secure Act, and their impact
- Required minimum distributions.
- Income and exclusions from cancellation of debt
- Reporting foreclosures or repossessions of residences and other real estates
- Secure Act 2.0
Day Two Business
Live Virtual Seminar
January 17th, 2024
Lecture Begins at 8am CST
- Credits: 8
- Delivery Method: Seminar – Group Internet Based
- Field of Study: Taxation
- Knowledge Level: Overview
- Prerequisites: None
- Advanced Knowledge: Basic Understanding of Taxation
- Speaker: Shelli Houston
Join Shelli Houston in our Live Virtual Seminar as she presents you with this year’s Business Federal Tax Update. It has everything you need for the 2024 Tax Season issues to come.
Course Description
This year has already seen some changes in tax law with Secure Act 2.0 and we will most likely see some more whether we want it or not. This course will provide a comprehensive review of business income tax complexities, including updates of tax legislation, planning strategies, and will be essential for the tax practitioner who wants to update their knowledge of business income taxation to assist their clients better. As we look at all the changes made over the year, we will discuss the options your client has to get the most out of their return. This course will cover a broad range of topics you won’t want to miss.
Learning Objectives
To provide participants with both an update and instructions so that the participants will have the necessary knowledge to complete IRS Form 1099’s, 1041, 706, 1065, 1120, 1125 A, and 1125 E (business issues) and various business income tax returns for the tax season.
- Review of essential IRC Sections
- Review of new legislation
- Schedule C and Schedule F issues
- Schedule E Issues
- Partnership issues
- Corporation issues
- LLC issues
- Qualified retirement plan issues
- IRC 280
- 199A Pass-Through broken down
- Secure Act 2.0
- Current Tax Topics