In this meeting, hear strategies to maximing your clients' Social Security income. The emergence of crypto or digitally encrypted currency operating outside of the banking system is one of the the most challenging issues facing accounting and IT Professionals. Hear about the emergence of these currencies and blockchain and distributed ledgers. Additionally, hear information on a series of initiatives launched by the Internal Revenue Service to ensure reporting crypto or digital transactions.
BENEFITS
Earn 4 CPE credits in TX.
HIGHLIGHTS
Advanced Strategies for Maximizing Social Security Income
Ash Ahluwalia, MBA, NSSA, CSSCS, CFP - Atlas Advisory Group, LLC
This session will review the new rules governing Social Security filing options and advise you of advanced filing strategies available to maximize Social Security benefits. More than 90 percent of filers receive less money than they are entitled to, including individuals who are married, divorced or widowed, couples with minor children and business owners who need your guidance to maximize benefits. We will also address strategies to minimize the taxation of Social Security benefits as well as the best way to maximize benefits for high-net-worth individuals.
Cryptocurrency Tax Issues
Richard Sapinski, J.D., LL.M. and Robert Stern, J.D., LL.M. - Sills, Cummis & Gross PC
In this session, hear information on:
- Cryptocurrency: the future of the way business is done and the future of non-tax compliance
- Tax treatment of crypto or virtual currencies (Notice 2014-21)
- Issuance of 6173 and 6174 series letters currently being issued to taxpayers
- Other actions being taken by the Internal Revenue Service
COURSE LEVEL
Intermediate
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
Season Pass holders must register for each event.
Course Materials
For handouts, please visit your My Events page. Handouts are added as received - remember to check back for updates.