The major topics covered in this seminar include * 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 * A review of any late-breaking 2023 tax legislation * New regulations modifying the required minimum distribution (RMD) rules for 2023 * An analysis of the new 2023 energy credits for energy efficient improvements to residences and rental property * Electric vehicles qualifying for EV credits * IRS’s new Employee Retention Credit Training Guide * 1099-K reporting * Digital asset reporting rules * 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.

Event Level: Update
Required Knowledge: One or more tax season and a general understanding of individual, corporate, and business income taxation
Advanced Preparation: None
Who Should Attend: * 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 * The course format is designed to update CPAs with various levels of experience
Vendor: Don Farmer
Speaker: Don Farmer