top of page

Business & Individual Updates

As a tax professional, it’s crucial to know how new tax laws will affect your clients and their businesses. It’s necessary to understand the various tax deductions, credits and incentive programs available to assist your clients. As always, we’ll provide the latest tax law and inflation-related changes through practical education that will make the complicated topics less confusing.

Each tax year brings new challenges and 2022 will be no exception. Join us for this fast-paced, must-attend session where you will receive noteworthy guidance, updates and provisions that impact your practice and clients.

Objectives

Upon completion of the session, the learner will be able to:

• Analyze recent IRS guidance
• Describe virtual currency
• Evaluate the Corporate Transparency Act
• Identify new reporting requirements for Schedules K-2 and K-3
• Summarize S corporation and partnership basis concerns
• Identify retirement planning changes and highlights
• Analyze tax planning ideas
• Apply due diligence, substantial authority and significance of IRS FAQs
• Analyze the importance of office practices and security.

Details

Kathryn Keane, EA & Allan "A.J." Reynolds , EA

Instructor:

Level:

Update

Prerequisites:

Basic knowledge of federal taxation

Advanced Preparation:

None

Delivery Method: 

Group Live

CPE credits     Designation     Field of study

IRS

2

AFSP

Federal Tax Law Update

IRS

2

EA

Federal Tax Law Update

NASBA

2

CPA

Taxes

CTEC

2

CRTP

Federal Tax Law Update

CFP Board

2

CFP®

Yes

How to Earn CPE

Sessions are first come, first served. Registration is not required for individual sessions. To earn CPE, scan your badge on your way into each session. You do not need to scan on your way out. CPAs will receive an additional form at registration to self-report their time out. We strictly abide by the IRS’ CPE rules and turn badge scanners off ten minutes after each session begins. We cannot award CPE if your badge isn’t scanned.

bottom of page