Individual and Business Updates
2 CPE for AFSP, EA, CFP®, CPA, CRTP
As a tax professional, it’s crucial to know how the new tax laws will affect your clients’ tax returns. It’s also necessary to understand the various tax deductions and credits available to assist your clients. As always, we’ll provide the latest updates and inflation-related changes through practical education that will make the complicated topics less confusing.
Objectives
Upon completion of this session, you will be able to:
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Summarize the most recent tax law changes and IRS guidance affecting 2023 and 2024
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Analyze changes in tax rules for certain credits and deductions
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Outline retirement plan changes under the SECURE 2.0 Act of 2022
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Identify reporting requirements of Form 1099-K, Payment Card and Third Party Network Transactions
CPE information
Duration: 100 minutes
Course level: Update
Prerequisite: Basic knowledge of federal taxation
Advanced preparation: None
Delivery method: Group Live
