It’s Filing Time Again – Tax Update for Individuals and Business
Tuesday, January 16, 2024 · 2:00 – 4:30 PM ET
You have one year from airing date to use this course as credit.
Continuing Education
CPE Program Knowledge Level: Update
3 CPE Credit; NO prerequisites or advance preparation
CTEC Course #: 3022-CE-0164
IRS/RPO Approved Program
#7ZBUJ-U-00115-23-O (Online/Group) Live (Group-Internet Based)
#7ZBUJ-U-00115-23-S (QAS Self Study) Archive
Federal Tax Law Update (3 Hours)
For this 3 credit program you need to have purchased a 15 Credit or 3 Credit package
Program Content
This online learning program, presented as a live webcast, will be also archived for QAS Self Study. The program will be available for viewing for 12 months after the live webcast. A panel of IRS and industry experts will present the content during a live, interactive discussion, where participant questions can be submitted. Questions will be answered live on the program or posted on the Resources page.
The program, through a lively round-table discussion and real time interaction with the audience, looks at the administrative and legislative changes to the rules affecting the filing of both individual and business returns for the 2023 tax year, including any enacted or proposed tax reform. Panelists will provide updates on the start of the current filing season and review changes to forms and schedules. Panelists will discuss recent legislative and administrative developments, especially those that affect the filing of 2023 returns, to ensure complete understanding.
By the end of the program, participants will have a practical understanding, through accurate, current, and effectively designed communications, of the changes to tax forms for the 2023 filing season, new legislation and guidance affecting those returns, and how to avoid the potential problems that may arise.
Program Learning Objectives
- Identify the new rules in recent legislation and IRS guidance that affects the filing of individual tax returns for the 2023 tax year.
- Identify the proper forms and schedules used to claim any new or modified Individual tax credits or deductions.
- Identify the new rules in recent legislation and IRS guidance that affects the filing of business tax returns for the 2023 tax year.
- Identify the proper forms and schedules used to claim any new or modified business tax credits or deductions.
Program Outline
Individual Returns
- Changes to Forms and Schedules
- Inflation Adjustments
- Significant IRS Regulations and Other Guidance
- Anticipated Problems
Legislation Affecting Individuals
- Energy Efficient Home Improvement Credit
- Residential Clean Energy Credit
- Clean Vehicle Credits
- Alternative Fuel Vehicle Refueling Property Credit
- Health Savings Account Safe Harbor
- Secure Act 2.0
Business Return
- Changes to Forms and Schedules
- Inflation Adjustments
- Significant IRS Regulations and Other Guidance
- Anticipated Problems
Legislation Affecting Business
- Corporate Alternative Minimum Tax
- Energy Credit
- Other Credits Relating to Energy Saving
- Advance Manufacturing Production Credit
- Advanced Manufacturing Investment Credit
- Secure Act 2.0
Panelists
Moderator
Alan Pinck, EA
A. Pinck & Associates
Alan Pinck is an Enrolled Agent with over 30 years of tax preparation experience in the San Francisco Bay Area. He has built a practice specializing in individual, small business tax preparation and audit representation. You have seen Alan presenting at NTPI events, CSEA Super Seminar, Spidell Publishing as well as a variety of other presentations for tax groups and small business associations. Having represented thousands of tax returns in audit, Alan has obtained tremendous insight of the audit process as well as knowledge on a wide variety of tax issues.
IRS Panelist
Coming soon!
Industry Panelists
Coming soon!
Content Consultant
David F. Windish, J.D., LL.M
Content Consultant
David F. Windish, J.D., LL.M. in taxation, is a tax attorney and consultant. He has served as an instructor of tax-advantaged investments at the New York Institute of Finance; an Instructor of business law at the U.S. Merchant Marine Academy, Kings Point, N.Y.; and an adjunct professor at George Mason University, Fairfax, Va. He has also served as executive editor for Tax Analysts; managing editor for Business Strategies, published by CCH; and senior editor for the Institute for Business Planning.
Mr. Windish is the author of Practical Guide to Real Estate Taxation, published by CCH and currently going into its sixth edition. Earlier works include Tax Advantaged Investments and Investor's Guide to Limited Partnerships, both published by the New York Institute of Finance. Through the Center for Video Education, he authored continuing education courses dealing with real estate and closely held corporations. Those courses included readings, case studies, and videotape segments.
Mr. Windish is a graduate of Rutgers University Law School and the New York University School of Law, Graduate Division. He has been heard as a guest speaker at professional meetings and seminars and on popular radio programs.