• 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. 581500
Level: Update
Prerequisites: Experience in individual tax planning
Notes
Accepted for CFP® and IRS credits.