• Timely coverage of breaking tax legislation
• Foreign Tax Credit considerations
• Schedules K-2 and K-3 reporting
requirements and transiional filing relief
• Form 7203, S Corporation
Shareholder Stock and Debt Basis Limitations
• Donor Advised Funds
•
Residency and Domicile
• Selling a principal residence, including tax
planning strategies
• A comprehensive overview of virtual currency,
including important tax considerations in light of increased IRS scrutiny
•
The SECURE Act 2022 Proposed Regulations
• Real Estate professional
requirements
• The Independent Contractor vs. Employee Conundrum continues -
Department of Labor Final Rule reinstated
• State of the IRS - plans to
reduce the backlog of returns due to COVID-19
• Review of pertinent cases
and rulings affecting taxpayers
• Practice aids, including all the numbers
applicable for the current year -- inflation-adjusted amounts, mileage rates,
retirement contributions, and more
• Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
PICPA Member: $259
Nonmember: $359
Course No. 581505
Level: Update
Prerequisites: Experience in individual tax planning
Notes
Accepted for CFP and IRS credits.