Annual Federal Tax Update
Presenter
Wayne Wells,
Principal,
Blankenship CPA Group, PLLC
Overview
Save time and keep current on the latest tax developments! This comprehensive course covers all legislative, judicial and IRS developments of the past year, with a focus on implementation and compliance. Discover how to effectively and confidently complete tax-planning and compliance engagements. Cover current developments affecting individuals (including those regarding income, deductions and losses, tax calculations, individual credits and filing matters), business entities (including those regarding S corporations and their shareholders, C corporations and partnerships), estates and trusts, retirement plans and more.
Learning Objectives:
- Identify planning strategies and compliance actions resulting from the latest changes to federal tax statutes, regulations, cases and rulings.
- Identify new and expiring business tax credits.
- Recognize the impact of new final and proposed regulations relating to corporations, partnerships, S corporations, estates and trusts, and individuals.
Major Topics:
- Strategies for tax savings
- Business entity changes
- IRS administrative issues, compliance and new forms
- Court cases settled in the last year that provide tax return guidance
- Position authority
- IRS rulings, procedures and notices for the last year
- New, updated and expiring tax deductions and credits
