Tax season always brings new challenges, and this upcoming season will be no exception. Join us for this fast-paced, must-attend updates and overview on Thursday where you will receive the latest information and guidance that has transpired over the last 12 months affecting your practice encompassing your business clients.

• Summarize any late breaking updates, tax related legislation, or guidance.
• Examine the Corporate Transparency Act.
• Investigate ERC updates.
• Study PTET issues.
• Discover IRIS (Information Returns Intake System).
• Appraise Bonus, IRC Section 179, and other Depreciation opportunities.
• Explore Form 1099-K and examine FAQs.
• Adoption of a Retirement Plan after year end (SECURE Act §2.01).
• Review of post-mortem income planning opportunities using Trusts and Estates considering possible reduction to the basic exclusion amount.
• Review of special taxation issues associated with Trusts and Estates.
• Revisit the reporting requirements on DSUE, new 5-year rule, and Form 8971.