Overview:
In this course, we review current year developments and planning ideas affecting individual, corporate and business income taxation using a combination of humor and examples. We will emphasize all major new tax legislation as well as other significant tax developments that affect 2023 tax return preparation and 2023 tax planning for individuals, corporations, and non-corporate businesses.
The course format is designed to update CPAs with various levels of experience.
Delivery Method: Group internet-based
CPE Credit: Taxes
Program Level: Update
Objectives:
To review major developments in federal income taxation for individuals, corporations, and other businesses having the greatest impact on participants, their clients, and their companies. The course will emphasize developments affecting 2023 returns and tax planning, including any new 2023 legislation, important regulations, rulings, and court cases. The seminar is designed to update participants concerning 2023 tax developments emphasizing practical solutions to problems and tax planning opportunities.
Presenters:
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David Peters
David R. Peters, CPA, CFP, CPCU, MST, MBADavid Peters is the Founder and Owner of David Peters Financial Group and Peters Tax Preparation & Consulting, PC. David has over fourteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for...
Read more about David Peters here
Presenters:
David Peters
David R. Peters, CPA, CFP, CPCU, MST, MBADavid Peters is the Founder and Owner of David Peters Financial Group and Peters Tax Preparation & Consulting, PC. David has over fourteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for...
Read more about David Peters here
Major Topics:
The major topics covered in this seminar include: 1) A review of the latest new law provisions affecting 2023 returns including provisions of the SECURE Act 2.0 and developments relating to the Inflation Reduction Act; 2) A review of any late-breaking 2023 tax legislation; 3) New regulations modifying the required minimum distribution (RMD) rules for 2023; 4) An analysis of the new 2023 energy credits for energy efficient improvements to residences and rental property; 5) Electric vehicles qualifying for EV credits; 6) IRS’s new Employee Retention Credit Training Guide; 7) 1099-K reporting; 8) Digital asset reporting rules; 9) New tax cases, rulings, and regulations expected to have the most significant impact on individuals and businesses. The presentation will emphasize tax planning opportunities resulting from these recent developments.
Major Topics:
The major topics covered in this seminar include: 1) A review of the latest new law provisions affecting 2023 returns including provisions of the SECURE Act 2.0 and developments relating to the Inflation Reduction Act; 2) A review of any late-breaking 2023 tax legislation; 3) New regulations modifying the required minimum distribution (RMD) rules for 2023; 4) An analysis of the new 2023 energy credits for energy efficient improvements to residences and rental property; 5) Electric vehicles qualifying for EV credits; 6) IRS’s new Employee Retention Credit Training Guide; 7) 1099-K reporting; 8) Digital asset reporting rules; 9) New tax cases, rulings, and regulations expected to have the most significant impact on individuals and businesses. The presentation will emphasize tax planning opportunities resulting from these recent developments.
Designed For:
Individuals having one or more tax seasons and a general understanding of individual, corporate and business income taxation who are involved in the preparation and/or review of individual, corporate and business income tax returns or who provide tax planning advice to individuals and businesses
Prerequisites:
At least one tax season
Accommodations:
Delivery Method - Group Internet Based