Top 10 Tax Topics This Year
278 | Course | Basic | Scheduled
Description
Join us for our annual expedition through the harbors and swamps on the tax landscape this season. We will uncover the top issues with wide applicability and importance this year and explore the practical implications, potential pitfalls, and planning opportunities. This course is continually updated for items regarding tax reform.
A Live Stream version of this event is available here.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 8.00 | Taxes |
| 6.75 | CLE |
Designed For
Accounting and Financial Professionals who want an in-depth discussion of the current tax issues that affect all clients
Prerequisites
One or more years of experience in planning for individual and business clients
Highlights
- Comprehensive coverage of the Inflation Reduction Act of 2022 and SECURE Act 2.0
- Overview of virtual currency
- Domicile and taxation
- A review of like-kind exchange transactions under section 1031
- Fractional ownership of vacation homes
- The economics and tax consequences of crowdfunding campaigns
- Equity awards and compensation
- Choice of entity issues
- Impact of the net investment tax on the owners of pass-through entities
- Passive-activity losses
Objectives
- Understand the most important hot button issues that have emerged as areas of concern to the IRS, taxpayers and tax advisors
- Understand a broad range of tax subjects for both individuals and business owners
- Recognize tax planning opportunities that may present themselves
Prices
- Member (Early Bird)
- $299.00
- Non-Member (Early Bird)
- $399.00
- Member
- $349.00
- Non-Member
- $449.00
Instructors
Randy Newton, CPA
Randy C. Newton, CPA, CVA, licensed as a CPA in North Carolina and South Carolina, is president and founder of NewtonCPA, PLLC. Randy's area of expertise is in Corporate, Partnership, and Individual Income Tax Preparation -- utilizing a proactive tax planning model that streamlines, simplifies, and works to reduce tax liabilities for small taxpayers.
In addition, he specializes in IRS representation work plus tax planning and research. He also has specialty areas in Business Valuation, as well as Financial Planning. Prior to the creation of his own firm, Randy worked with First Union National Bank (now Wells Fargo) in the Corporate Accounting and Capital Markets Divisions.
Randy received his Accounting degree, Cum Laude, from Appalachian State University in 1992 and is a member of Phi Kappa Phi National Honor Society. As a CVA, Randy can place a certified value on closely held businesses for business owners seeking to sell, buy, or merge, or going through an ownership change.
Randy is a member of the North Carolina Association of CPAs (NCACPA), former twotime president of the Charlotte Chapter of the NCACPA, and an active member of the American Institute of CPAs (AICPA).
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