Monday, July 21 | 9:30 a.m. - 11:10 a.m. | General Session
Individual & Business Update
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Tax season always brings new challenges, and this upcoming season will be no exception. Join us for this fast-paced, must-attend update and overview where you will receive the latest information and guidance that has transpired over the last few months affecting your practice and clients. This course is intended for every practitioner, no matter what experience level. Additionally, we will address provisions in the One Big Beautiful Bill that tax preparers must be aware of.
Objectives
Upon completion of this session, you will be able to:
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Summarize the late-breaking updates, tax-related legislation and/or guidance
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Inspect the proposed rules of the new Circular 230
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Review the status of SALT and PTET
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Explore Form 1099-K
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Assess cybersecurity and security plans for your tax practice
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Investigate employee vs. independent contractor issues
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Analyze the latest guidance for virtual currency transactions
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Identify changes regarding energy and vehicle credits
CPE information
Duration: 100 minutes
Course level: Update
Prerequisite: Basic understanding of federal income taxation
Advanced preparation: None
Delivery method: Group Live
