It’s Filing Time Again – Tax Update for Individuals and Business

This program was recorded live on Tuesday, January 16, 2024

You have one year from airing date to use this course as credit.

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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

  1. Identify the form used to figure credit for qualified plug-in electric drive motor vehicles placed in service during the tax year.
  2. Identify the IRS Publication that includes a sample data security plan for tax and accounting practices.
  3. Identify the 2024 standard mileage rate for moving expenses.
  4. Identify the form used to claim any of the general business credits.

Program Outline

Individual Returns

  • 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



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 Panelists

Darron Hamilton

Darron Hamilton
Senior Technical Advisor, Tax Forms and Publications Division, Internal Revenue Service

With over a decade of experience at the IRS, Mr. Hamilton has held a variety of positions, including Senior Technical Advisor to the Deputy IRS Human Capital Officer, Senior Operations Advisor for the Media and Publications Division, Section Manager for the 1040 Family section of Tax Forms and Publications, and Lead Tax Law Specialist for the Individual Branch of Tax Forms and Publications. Prior to joining the IRS, Darron practiced law in the private sector, specializing in tax planning for businesses and high-net-worth individuals.

Joseph McCarthy

Joseph McCarthy, CPA
Tax Specialist, Communications & Liaison Division, Internal Revenue Service

Mr. McCarthy has worked for the Internal Revenue Service for over 31 years. He began as a Revenue Agent auditing self-employed individuals and small businesses. During that time, he worked primarily on tax civil cases but was also a cooperating Agent on a number of criminal investigations. Currently Joe is the Stakeholder Liaison for and does outreach to tax professional organizations and their membership in New England. Joe has been a long-time speaker at numerous fall CPE seminars in the northeast. Joe has a Bachelor of Science degree in accounting from Quinnipiac College and is a Certified Public Accountant.

Richard G. Furlong, Jr.

Richard G. Furlong, Jr.
Senior Stakeholder Liaison, Communications & Liaison Division, Internal Revenue Service

Mr. Furlong is a Senior Stakeholder Liaison in the primary IRS field liaison office to tax practitioner and industry organizations throughout the country.

Each year, Mr. Furlong represents IRS at both face-to-face seminars and online webinars where he discusses IRS policies and procedures, tax law updates, tax professional data security, and emerging areas of tax administration. In 2018 he served on a detail assignment to the IRS C&L Technical Communications Branch where he assisted with the development and implementation of the IRS communications and outreach strategy for various provisions of the Tax Cuts and Jobs Act (TCJA). In 2023 he is a member of the C&L "Clean Energy Credits" team developing outreach products and strategy for these credits. Mr. Furlong also coordinates the IRS-PA Practitioner Liaison meetings where he engages with the practitioner liaison representatives of Pennsylvania tax professional organizations. Mr. Furlong is a graduate of the University of Pennsylvania Wharton School with a Bachelor of Science degree in Economics.

Industry Panelists

Claudia Hill

Claudia Hill, EA, MBA
Tax Mam, Inc./TMI Tax Services Group, Inc

Claudia Hill is an Enrolled Agent, nationally recognized tax professional and frequent lecturer on taxation of individuals and representation before IRS. She is Editor in Chief of the WoltersKluwer, (formerly CCH) Journal of Tax Practice & Procedure, co-author of CCH Expert Treatise Tax Practice & Procedure, a founding partner of Tax Genius Learning, and a frequent presenter for both audio and in-person CPE seminars nationwide. Claudia coordinates a "dream team of tax controversy advisors" for the IRS Watch blog on . She was named a Top Ten Nominee by Tax Analysts as 2011 Person of the Year.

Claudia is owner and principal of Tax Mam, Inc. and TMI Tax Services Group, Inc. in Cupertino, CA. TMI Tax Services Group offers tax return preparation, tax planning, and tax problem resolution and representation services, primarily to individual clients. She is often called upon by the news media as a resource person for commentary on tax topics. Her articles and observations have appeared in CCH publications as well as Tax Analysts, and industry professional journals. Her mission to reform or eliminate the individual AMT has been the focus of a number of articles. In March 2005, Claudia was invited to testify about the individual AMT at the President's Tax Reform Panel. Visit her website,

Claudia is an associate member of the ABA Tax Section, a life member of the American Tax Policy Institute, a Fellow and former Dean of the NAEA-EF National Tax Practice Institute. After several years as "Chair," Ms. Hill is now a special advisor to the Government Relations Committee for the National Association of Enrolled Agents. She served on the 1987 Commissioner's Advisory Group to the National Office of the Internal Revenue Service. Ms. Hill holds a Master degree in Business Administration, earned with honors in 1978.

Michael Miranda

Michael R. Miranda CPA, QKA, AEP
MIRANDA CPA & Consulting LLC

Bringing 45 years of experience with tax consulting, estate planning, and employee benefits to his work as an independent consultant, Michael is the owner of MIRANDA CPA & Consulting LLC in Sioux Falls, SD. His tax practice focuses on corporate, individual, estate and gift, and tax accounting. He also provides employee benefit planning and consultation services for qualified, non-qualified, and health and welfare benefit plans. As part of his IRS representation practice, Michael has worked with the National Office to obtain private letter rulings for clients, in addition to numerous EPCRS submissions and audits. As a nationally recognized tax speaker, he maintains an active schedule presenting webinars and seminars on tax law, employee benefit planning, and estate planning. He currently works with the National Tax Institute, the National Association of Enrolled Agents, Basics & Beyond, and other organizations that request speaker presentations.

Michael spent much of his career as a CPA with a regional CPA firm located in Northwestern Iowa, retiring after 27 years as a senior manager-shareholder with said firm. Prior to this experience, he was a Tax Specialist with a Big 8 accounting firm in their South Bend and Minneapolis offices, providing tax and estate planning for individuals and small to medium-sized businesses. He has earned professional designations including CPA, QKA, and AEP and through professional memberships with the American Institute of Certified Public Accountants, the American Society of Pension and Professional Actuaries, and the National Association of Estate Planning Councils. Michael resides in Sioux Falls, SD with his wife Jeanette.

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.

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