Nashville Account Fest: Federal Tax Update

426  |  Course  |  Update  |  Scheduled

Description

Both businesses and individual clients face major changes as a result of new legislation, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest cases and rulings applicable to individual and business clients. Continually updated to reflect enacted legislation.  Please Note: Due to content overlap, itis recommended that this course NOT be taken together with BIT4.

Credits

Number of Credits Type of Credits
4.00 Taxes
3.33 CLE

Designed For

Accounting and finance professionals who need to know the latest tax law changes in all areas of practice

Prerequisites

Experience with individual and business clients

Highlights

  • Comprehensive coverage of the Inflation Reduction Act, including:
  • The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial CleanVehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, ElectivePayment, Transferability, and Prevailing Wage and Apprenticeship Requirements
  • Comprehensive coverage of the SECURE 2.0 Act, including:
  • Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions,and New Exceptions to Penalty-Free Withdrawal from Retirement Plans
  • Timely coverage of breaking tax legislation
  • The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule
  • Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas

Objectives

  • Understand strategies and techniques to use in light of new legislation
  • Understand the latest enacted tax law changes
  • Understand current cases and rulings affecting your clients

Prices

Member (Early Bird)
$179.00
Non-Member (Early Bird)
$229.00
Member
$229.00
Non-Member
$279.00
This event is part of the following cluster(s), you can either register via the cluster(s) page or register below. Make sure to check out the cluster(s) for other great courses!
Your Price: $229.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. Early Bird rates will be applied to all registrations made prior to November 29, 2024.

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$20.00

In order to select CLE credits, please login to your account or register with your applicable BPR number.

Instructors

John M. Kilroy

John Kilroy is a managing member of iValue Financial Planning LLC, located in the Philadelphia, Pennsylvania area. John engages clients in financial and tax planning, as well as preparing tax returns for individuals, corporations, partnerships, estates, and trusts. John is a CPA and a CFP® practitioner. He is a 1979 graduate of Villanova University with a BS in Accounting.

John is a member of the Pennsylvania Institute of Certified Public Accountants and the Financial Planning Association (FPA). Within the FPA, John has served as a board member of the Philadelphia Tri-State chapter and on its education and finance committees. John is an adjunct faculty member for the Temple University Certificate of Financial Planning Program. He is a frequent speaker and facilitator on tax and financial planning topics.

John has been quoted in the Wall Street Journal, MarketWatch.com, and USATODAY.com. He has written for the Journal of Financial Planning, and is a contributor to Retirement Weekly. John has also discussed financial and tax planning issues on various radio outlets.

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