This program explores key developments impacting tax planning and compliance for individuals and closely held businesses.
DESIGNED FOR
CPAs in public practice and industry who advise individuals and closely held businesses on tax matters
BENEFITS
Equip yourself with the knowledge and tools to address key year-end, tax planning issues and seamlessly integrate them into your upcoming tax season procedures.
HIGHLIGHTS
Stay ahead of the game in the ever-changing tax landscape.
This program will provide actionable knowledge, practical insights and a competitive edge in the field. Topics will include:
- Current guidance from FinCEN related to Corporate Transparency Act reporting and communicating the importance of the matter to impacted taxpayers.
- Advising clients on steps to take to file protective refund claims related to any Section 965 transition tax payments as the Supreme Court decides the Moore case.
- The impact of the additional information related to recourse debts, §734(b) and §743(b) on draft partnership tax forms for 2023 issued by the IRS.
- Additional key cases, regulations, legislation and other guidance that has taken place so far in 2023.
COURSE LEVEL
Basic
PREREQUISITES
None
ADVANCE PREPARATION
None