Live Stream: Getting Ready for Busy Season - Key Changes Every Tax Practitioner Should Know
383 | Livestream | Intermediate | Scheduled
Description
Getting ready for busy season involves not only knowing what's new for the current year but also understanding how the changing limits, phaseouts and other rules apply to current-year returns. With major legislation enacted over the past few years, the present course will constitute a one-stop "shop" that brings you the essential individual tax information. In addition, this course provides an up-to-date review of important tax form changes, new tax forms, new limitations, key developments as they are reflected in the IRS forms, and IRS filing issues and deadlines that will be invaluable to attendees who prepare tax returns during busy season.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 4.00 | Taxes |
| 3.33 | CLE |
Designed For
Any tax practitioner preparing or reviewing individual income tax returns for the current tax year
Prerequisites
Basic familiarity with tax rules relating to individual and pass-through entity taxation for the current tax year
Highlights
- Timely coverage of breaking tax legislation
- Comprehensive coverage of the Inflation Reduction Act of 2022 and SECURE 2.0 Act
- A tour of the most recent changes, starting from gross income and ending with alternative minimum tax (AMT) and selected credits, including the latest IRS guidance on recent tax legislation
- Hot developments affecting the upcoming tax season
- Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season
- Key new tax and practice developments and how they impact the current-year tax forms for individuals
Objectives
- Understand which income tax returns and schedules have changed for individuals and pass-through entities
- Identify the legislative, administrative and judicial developments that affect the income tax returns and schedules of individuals and pass-through entities
Prices
- Member (Early Bird)
- $189.00
- Non-Member (Early Bird)
- $249.00
- Member
- $189.00
- Non-Member
- $249.00
Instructors
John M. Kilroy
John Kilroy is a managing member of iValue Financial Planning LLC, located in the Philadelphia, Pennsylvania area. John engages clients in financial and tax planning, as well as preparing tax returns for individuals, corporations, partnerships, estates, and trusts. John is a CPA and a CFP® practitioner. He is a 1979 graduate of Villanova University with a BS in Accounting.
John is a member of the Pennsylvania Institute of Certified Public Accountants and the Financial Planning Association (FPA). Within the FPA, John has served as a board member of the Philadelphia Tri-State chapter and on its education and finance committees. John is an adjunct faculty member for the Temple University Certificate of Financial Planning Program. He is a frequent speaker and facilitator on tax and financial planning topics.
John has been quoted in the Wall Street Journal, MarketWatch.com, and USATODAY.com. He has written for the Journal of Financial Planning, and is a contributor to Retirement Weekly. John has also discussed financial and tax planning issues on various radio outlets.
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