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Checkpoint Learning

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Federal Tax Update: Individuals  

CATEGORY: Taxation
COURSE ID: W781T, VERSION 1.00
(1)
  Webinar
4 CPE Credits
Level: Update
Get the absolute latest breaking federal tax developments affecting individuals.

Written and taught by Laurie A. Stillwell, this half day webinar gives you the latest developments and features full coverage of recently enacted federal tax legislation, IRS pronouncements, regulations, and key judicial decisions issued during the past 12 to 18 months affecting individual taxpayers. Participants will learn techniques and tax planning ideas to reduce taxes through effective planning and receive the most current updates on key tax issues affecting their personal income tax clients. Attend this tax update and come away with real-world solutions to real-world problems.

Please Note: Developments primarily affecting business entities (filers of Forms 1065, 1120 and 1120-S) will be covered in the Federal Tax Update: Business Entities (W780T) webinar.

Recent topics include:
  • Home energy rebate programs and impact on the Energy Efficient Home Improvement Credit
  • Final regulations - required minimum distributions (RMDs)
  • SECURE Act 2.0 of 2022 and certain exceptions to 10% additional tax on distributions
  • Recent judicial decisions on Schedule C deductible expenses and taxable Social Security benefits
  • IRS disaster relief FAQs – retirement plans and IRAs under the SECURE Act 2.0 of 2022
  • IRS FAQs – transfers of EV credits
  • Tax planning strategies for individuals and sole proprietors
  • Tax developments impacting individual taxpayers
Federal Tax Update: Individuals webinar content is updated every month. When there are multiple Federal Tax Update: Individuals webinars scheduled to take place in the same month, the content covered will be the same for each presentation held that month.

Who should attend: Preparers of individual income tax returns.

THIS WEBINAR IS NOT ELIGIBLE FOR CTEC CREDIT.

Instructor: Laurie A. Stillwell, CPA
Instructor assignments are fluid and subject to change.

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