Stay in the know with this monthly tax update series, featuring Ed Zollars, CPA. Each month, Ed breaks down a different federal tax topic so you can stay on top of the changes and provide optimal service to your clients.
DESIGNED FOR
CPAs and other financial professionals
BENEFITS
- Understand the ramifications of the Connelly case, ruling corporate owned life insurance to fund a stock redemption at death increases the estate tax due.
- Learn how the statute of limitations works when a taxpayer asks for appeals to review a claim for refund the IRS has denied.
- Identify how a taxpayer that deducted losses in excess of basis in years closed to assessment must calculate basis in the partnership in future years.
HIGHLIGHTS
This webinar will explore the most significant cases and rulings of 2024 and discuss how they impact advice for tax clients. Cases such as the Connelly estate tax case, the US Supreme Court Loper Bright decisions, a U.S. Tax Court case involving losses claimed by a partner in a year closed to assessment on the later computation of tax basis will be examined.
COURSE LEVEL
Basic