Exploring Client Advisory Services - 2024 Tax Update
OL1261 | On Demand Course | Update | Self-Study
Description
Client Advisory Services (CAS) professionals are becoming a more integral part of the operations of any CPA firm. As such, they must stay on top of changing tax law. In this course, we will explore tax changes in areas CAS professionals are involved with - information reporting, payroll tax issues, and tax credit and deduction documentation. We will also discuss relevant changes on individual and business tax returns so that CAS professionals can better assist clients with tax needs in the upcoming year.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 4.00 | Taxes |
Objectives
- Recall common tax deadlines, penalties, and potential remedies.
- Identify the requirements and how to file for withdrawal of an ERC claim.
- Recognize where to file an initial beneficial ownership report on the FINCEN website.
- Identify where to claim deductions for software on Form 4562.
- State the differences between 1099-K, 1099-NEC, and 1099-MISC.
- Recognize when a taxpayer must file electronically.
- Identify when a taxpayer may obtain an IP PIN.
- State the reporting requirements for virtual currency.
- Recognize reporting and substantiation requirements related to green energy credits.
Notes
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Prices
- Member (Early Bird)
- $149.00
- Non-Member (Early Bird)
- $199.00
- Member
- $149.00
- Non-Member
- $199.00
Instructors
David Peters
David Peters is the founder and owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a financial advisor for Peters Financial, LLC. He has over 15 years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry.
David was the first-ever Chief Financial Officer at Compare.com – a position he held for over three years. He is a national CPE instructor/discussion leader for the AICPA, Kaplan, and Surgent, and he was a recipient of Surgent's Outstanding Discussion Leader award for 2019. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. He is the advisor for business and industry topics for the South Carolina Association of CPAs and was a recipient of The American College of Financial Services' 2019 NextGen Financial Services Professional Award.
He holds four master's degrees and is currently pursuing his Ph.D. in financial planning. He contributes regularly to various CPA publications, including NCACPA's Interim Report, SCACPA's CPA Report, and VSCPA's Disclosures. He was also a co-author of the 2018, 2019, and 2020 versions of the Virginia CPA Ethics course – a required course for all CPAs licensed in the Commonwealth of Virginia. Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Adviser. Carroll Financial and Cetera Advisor Networks, LLC are under separate ownership and are not affiliated with any other named entity.
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