Chattanooga Account Fest: Federal Tax Update

415  |  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
Registration for this event has closed. If you have any question or concerns please give us a call at 615-377-3825 or send us an e-mail at registrar@tscpa.com

Instructors

William F. Taylor, CPA

Bill is President of Benefit Solutions, Ltd., a benefit consulting firm, and a CPA in private practice. Since retiring as Community Bank President of Renasant Bank in Water Valley, MS. he has served as an Adjunct Assistant Professor in the MBA program at the University of Mississippi. Bill has worked in the employee benefit and investment fields for over 20 years, beginning his career as the Employee Benefits Coordinator in the Jackson, MS office of KPMG Peat Marwick and managing his own firm since 1999.

A nationally known consultant and speaker, Bill has conducted seminars for the Association of International Certified Professional Accountants, the American Society of Pension Professionals and Actuaries, more than 40 state CPA and Bar associations and other organizations. Bill is the author of Taxation of Employee Benefits Volume I and Volume II, and his articles have appeared in numerous publications. Bill has been the recipient of the Association's Outstanding Facilitator Award on multiple occasions.

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