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Monday, January 9, 2023 Live Webcast

Getting Ready for Busy Season: Review Individual Tax Form Changes (E2301022)

9:00 AM - 10:40 AM EST

Registration: 8:30 AM EST

webcast

Vendor Platform

2 CPE Credits in TX

OVERVIEW

Getting ready for busy season involves not only knowing the tax rules for 2024, but also knowing how those rules are incorporated into the IRS tax forms practitioners will be using to prepare 2024 tax returns. This course provides tax return preparer attendees with an up-to-date review of important new tax forms, key tax developments, and tax law changes as they are reflected in IRS forms for 2024 and IRS filing issues and deadlines as they relate to 2024.

This course features a live instructor and has been specifically designed for the NJCPA.

DESIGNED FOR

Any tax practitioner preparing or reviewing income tax returns.

BENEFITS

  • Understand new tax developments and the impact they have on the 2024 tax forms forms
  • Note changes in 2024 tax forms from the 2023 versions of the same forms

HIGHLIGHTS

  • Major tax form changes as they relate to individual taxpayers
  • Key new tax developments as they relate to and how they impact the tax forms

COURSE LEVEL

Intermediate

PREREQUISITES

Basic familiarity with tax rules relating to individual and pass-through entity taxation

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • Qualifies for IRS credit

INSTRUCTOR

John Sherrick

John M. Sherrick, CPA, MA

Surgent Professional Education

John N. Sherrick, MA, CPA John N. Sherrick is a partner of Sitrick & Associates, LLC in Bettendorf, Iowa. He prepares tax returns and financial statements for closely held companies and their owners. He also provides a variety of income tax, retirement, and estate-tax planning services for his clients. He also serves as an expert witness for business valuations and other tax and accounting issues. He is also a discussion leader for continuing education courses in the tax arena on a national level. John was recognized by the NCACPA as an Outstanding Seminar Speaker for 2013, and he is also the recipient of the 2011 James L. McCoy Discussion Leader of the Year Award as well as a Surgent Outstanding Discussion Leader Award. John has over 45 years of experience in public accounting with local firms. His experience includes a wide variety of tax and accounting issues for small businesses in a number of industries. He also has had experience in auditing and taxation of not-for-profit organizations on the local and national level. Sherrick received his Bachelor’s degree in Economics and Business Administration from Knox College in Galesburg, Illinois. He then received his Master’s degree in Accounting from the University of Iowa, in Iowa City, Iowa. He is licensed in both Iowa and Illinois and is a member of the Iowa Society of CPAs and the Illinois CPA Society.

PRICING

$99.00 - Member

$136.50 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

Surgent

AREAS OF INTEREST

ALSO QUALIFIES FOR