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Monthly Tax Update with Ed Zollars: Five Key Income Tax Developments for 2024 (D0-E2412624)

1:41:22 Minutes
On demand - Video

On Demand - Video

OVERVIEW

If you missed the NJCPA’s Monthly Tax Update with Ed Zollars: Five Key Income Tax Developments for 2024, you can watch a replay. The content is accurate as of the original date presented, 12/20/24. There is no CPE for this on-demand replay.

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

INSTRUCTOR

Edward Zollars

Edward K. Zollars, CPA

Tax and Technology Partner

Thomas Zollars & Lynch, Ltd.

Ed is a partner with the firm of Thomas, Zollars & Lynch, Ltd, in Phoenix, Arizona, and specializes in tax issues for closely held businesses and individuals. He has served on committees with the American Institute of CPAs' (AICPA) Tax Section and currently serves on the Arizona Society of CPAs' (ASCPA) legislative tax liaison committee. Ed has published tax podcasts on tax matters and is currently producing the weekly audio and video for the Current Federal Tax Developments podcast on current tax matters for Kaplan Financial Education and the related blog with regular tax updates throughout the week. Along with writing, editing and presenting courses for the past 15 years, Ed has written articles published in Practical Tax Strategies and The Tax Adviser. He is a frequent contributor to a number of online professional tax discussion groups, including the NJCPA Member Open Forum.

PRICING

$0.00 - Member

$39.00 - Nonmember

ADDITIONAL OPTIONS

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COURSE DEVELOPER

NJCPA Education Foundation, Inc.
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