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Overview

8.0 Credits

Review significant developments in federal income taxation for individuals, corporations and other businesses that have the greatest impact on participants, their clients and their companies. Emphasis will be on developments affecting 2023 returns and tax planning, including any new 2023 legislation, essential regulations, rulings and court cases. Designed to update participants concerning 2023 tax developments emphasizing practical solutions to problems and tax planning opportunities.

Objectives

Review significant developments in federal income taxation for individuals, corporations and other businesses that have the greatest impact on participants, their clients and their companies. Emphasis will be on developments affecting 2023 returns and tax planning, including any new 2023 legislation, essential regulations, rulings and court cases. Designed to update participants concerning 2023 tax developments emphasizing practical solutions to problems and tax planning opportunities.

Major Topics

The major topics covered in this seminar include:

  1. A review of the latest new law provisions affecting 2023 returns including provisions of the SECURE Act 2.0 and developments relating to the Inflation Reduction Act
  2. A review of any late-breaking 2023 tax legislation
  3. New regulations modifying the required minimum distribution (RMD) rules for 2023
  4. An analysis of the new 2023 energy credits for energy efficient improvements to residences and rental property
  5. Electric vehicles qualifying for EV credits
  6. IRS’s new Employee Retention Credit Training Guide
  7. 1099-K reporting
  8. Digital asset reporting rules
  9. New tax cases, rulings, and regulations expected to have the most significant impact on individuals and businesses.

The presentation will emphasize tax planning opportunities resulting from these recent developments.

Designed For

Individuals having one or more Tax Seasons and a general understanding of individual, corporate and business income taxation who are involved in the preparation and/or review of individual, corporate and business income tax returns or who provide tax planning advice to individuals and businesses.

Prerequisite

 

Advanced Preparation

 
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