Memphis Account Fest: Federal Tax Update
374 | Course | Update | Scheduled
Description
Both businesses and individual clients face major changes as a result of new legislation, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest cases and rulings applicable to individual and business clients. Continually updated to reflect enacted legislation.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 4.00 | Taxes |
| 3.33 | CLE |
Designed For
Accounting and finance professionals who need to know the latest tax law changes in all areas of practice
Prerequisites
Experience with individual and business clients
Highlights
- Comprehensive coverage of the Inflation Reduction Act of 2022 and the SECURE 2.0 Act of 2022
- Timely coverage of breaking tax legislation
- Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations
- Donor-advised funds
- Residency and domicile
- Selling a principal residence, including planning strategies
- An overview of virtual currency, including recent developments
- Implications of proposed legislation for both individuals and businesses
- How the Code affects tax planning for individuals and businesses
- Hot topics for today's practitioners
Objectives
- Understand strategies and techniques to use in light of new legislation
- Understand the latest enacted tax law changes
- Understand current cases and rulings affecting your clients
Prices
- Member (Early Bird)
- $169.00
- Non-Member (Early Bird)
- $219.00
- Member
- $219.00
- Non-Member
- $269.00
Instructors
Pamela J. Davis-Vaughn, CPA
Pamela J. Davis-Vaughn is a general practitioner providing accounting, tax, and consulting services to clients across the United States from her office in Dallas, Texas.
Her teaching career started when she designed and taught undergraduate and graduate courses in state and local tax at Texas universities, including Baylor, Texas Tech, and the University of Texas in Arlington.
Pam has over 30 years of experience in both public and private accounting sectors. Her public experience ranges from a Big Four firm where she assisted several Fortune 500 companies in restructuring their operations to provide state income and franchise tax savings, participating on the mergers and acquisitions team, and serving as the Southwest Area Employment Tax practice leader to providing tax consulting services for clients of a regional firm in Dallas, Texas.
Her experience in the private sector as CFO of a Dallas-based manufacturer servicing the telecom industry, CFO of a printing and direct mail company, and Tax and Accounting manager of a large independent oil and gas exploration firm provides her with significant insight into the challenges faced by those practicing in industry. In addition to her accounting practice, Pam has ownership in and manages an organic farm in upstate New York, a construction and excavation business in upstate New York, and a printing and direct mail business in Dallas, Texas. She has also worked in the oil fields in Kansas, Oklahoma, Arkansas, and Texas.
Pam holds a BS degree in Business and Accounting from the University of Kansas, an MBA from Wichita State University, and has completed post-graduate work in International Tax at New York University. She holds a license to practice in Kansas, Texas, and New York.
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