Two Day Federal Tax Update Held Virtually via Zoom

Overview

The 2024 Federal Tax Update course will stay virtual for this year based on your feedback.  We will offer one course for all attendees on Thursday, December 5 and Friday, December 6, 2024. 

This will be presented virtual via ZOOM and hosted from Tax Speaker's broadcast studio.  You can still ask questions, live, during the event just as if you are in-person and the speakers will answer them live as well.

ATTENDEES ARE RESPONSIBLE FOR MAKING SURE THEY CAN ACCESS ZOOM AND ARE USING A WEB BROWSER THAT WILL ALLOW THEM TO RECEIVE POLL QUESTIONS FOR CPE PRIOR TO THE START OF THE MEETING. 

THIS EVENT WILL BE HOSTED BY TAX SPEAKER AND NOT THE WVSCPA!

Objective: To enable all tax practitioners to identify and solve client tax problems before tax season starts. Tax planning ideas and strategies are emphasized.

Federal Tax Update-Individual - Upon completion of this course you will be able to inform clients about the latest modifications from Congress, as well as other relevant IRS Notices, announcements, rulings, and court cases for individuals. Participants will be able to explain changes affecting expiring federal tax provisions, income & deduction issues, IRAs, retirement distributions & penalties, passive activities, and unusual items such as passive activities. The course will cover the most common 1040 issues and will provide attendees with practical, hands-on tools for the upcoming season.

Federal Tax Update-Business - Upon completion of this course you will be able to advise clients about the latest C and S Corporation tax changes, as well as LLC changes and you will be able to explain the latest changes in tax law to your business clients, as well as differences in entity types. Participants will be able to provide clients with the characteristics, advantages, and disadvantages of LLC’s and inform clients of the various characteristics and tax implications of the S corporation form of business entity. The course will include the latest modifications from Congress as well as other relevant IRS Notices, announcements, ruling and court cases for corporations, S corporations, and entities taxed as partnerships and discussion of common compliance issues encountered during this year’s tax preparation season.

Who Should Attend: Tax professional who need to know all the latest individual, business, partnership, corporation, estate

Special Feature: Course materials contain numerous practical examples, flowcharts, editorial planning tips and other helpful information to aid the participant's understanding of tax law and new developments.

Speaker Bio: Ron Roberson will join us again in 2024.  Ron is a well-known tax lecturer who has more than 23 years of experience teaching throughout the United States. Ron annually speaks to thousands of tax professionals about the latest business and personal tax law developments, using his sense of humor and friendly speaking style to keep people coming back year after year. In addition to authoring multiple tax articles and manuals, Ron also continues to work with his partner in a tax and accounting practice in Sonora, California. Ron includes real life examples from his practice to make tax issues come alive and help complicated subject matter make more sense.

The registration cut-off is Friday, November 22nd, 2024. 

Course Level: Update

Credits:  16 CPE Hours
Field:  Taxation (16)
Prerequisites: None
Knowledge Level:  Basic; designed for all CPAs and staff

Prerequisites

Prerequisites: None

Objectives

To enable all tax practitioners to identify and solve client tax problems before tax season starts. Tax planning ideas and strategies are emphasized.

Preparation

Advanced Preparation: None

Notice

ON TIME:                             (Need Web Link above to say OPTIONAL in front of the link)
Manuals are on-site and will be provided upon arrival.  If you would like an electronic copy, use the link and password provided above to access the PDF manual.  You DO NOT need to login to the Society website to download, but you will be prompted to enter the password provided above.  If using an electronic device, be sure it is fully-charged as a limited number of power sources may be available. Registrants must sign in upon arrival and sign out upon departure each day. Certificates will be emailed within 10 business days. Refunds and transfers are no longer available at this time.

LATE:                                  (IMPORTANT Remove OPTIONAL from Web Link above)
As you have registered after the specified date for a printed manual, you MUST download your materials.  Download materials PRIOR TO ARRIVING as internet access may not be available.  Printed materials WILL NOT be available at the course/event.  Bring your fully-charged laptop, iPad or e-reader device with you to view your electronic material. A limited number of power sources may be available. Registrants must sign in upon arrival and sign out upon departure each day. Certificates will be emailed within 10 business days. Refunds and transfers are no longer available at this time. You may download your materials using the link and password provided above to access the PDF manual.  You DO NOT need to login to the Society website to download, but you will be prompted to enter the password provided above.