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Tax Season Federal Updates – Individual

January 7, 2025 at 2:00 pm - 4:00 pm

CE: 2 Hour CPE
Speaker: Allan (A.J) Reynolds, EA
Price: $60 for Members | $100 for Nonmember
BUNDLE & SAVE: $100 members | $180 nonmembers

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 where you will receive the latest information and guidance that has transpired over the last 12 months affecting your practice encompassing your individual clients. This course is intended for every practitioner, no matter what experience level.

Bonus: Investigate the expiration of the Sunset of TCJA as it applies to Individual Tax provisions

Learning Objectives:

  • Summarize any late breaking updates, tax related legislation, and or guidance
  • Analysis of Virtual Currency issues, updates and recognize reporting obligations
  • Explore and update for Form 1099-K and related FAQs
  • Overview of Individual Energy Credits to amplify benefits
  • Explore Clean Vehicle Credits and planning associated with these credits
  • Digest RMDs for Traditional and Roth Accounts
  • Survey sections of Secure 2.0 that become effective in 2025
  • Assess Cybersecurity and Security Plans
  • Discuss increased interest rates and importance of estimates
  • Examine Substantial Authority

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Details

Date:
January 7, 2025
Time:
2:00 pm - 4:00 pm
Event Category:

Other

Event Type
NAEA Webinar