Course Detail

Tax Season Update with Steve Dilley

Description:

This program provides an update to the latest tax developments, rules and regulations affecting both business and individual taxpayers. The content of the course will include expected late 2023 legislation.

Highlights:

Detailed coverage of the Inflation Reduction Act.
Update on the PPP loan forgiveness process and fraudulent claims.
Detailed discussion of partnership and S corporation developments, including Schedules K-2 and K-3.
Flow-through entities deduction (Section 199A) changes, including use of carryforward passive activity and 199A losses and latest tax forms.
Individual tax changes including the earned income credit, child credit, and child and dependent care credit.
Tax issues impacting "gig" workers, including Form 1099-K.
2023 tax rate schedule and other inflation adjusted items
Tax forms update: individual, S corporation, and partnerships
Depreciation update: Section 179 and 168(k)
Passive activity and hobby loss rules changes
Update and integration of recent tax legislation impacting 2022 returns
Update on significant individual and business tax developments related to cases and rulings.

Objectives:

After attending this course, you will be able to:

Implement practical strategies based on recent developments
Identify and recall key compliance issues
Identify and recall significant changes in tax forms

Prerequisites:

Basic working knowledge of business and individual taxation.

Designed For:

Practitioners desiring an update on significant developments affecting the filing season, staff members who will have significant compliance assignments during tax season, and members in industry seeking to keep their knowledge current.

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