Events Search
  Summary & Check Out (0)
Monday, October 30, 2023 Live Webcast

The Best Individual Income Tax Update Course Webinar (X1-BITU-2023-01-WEBNR-303-01)

9:00 AM - 5:00 PM EDT
webcast

Vendor Platform

8.0 CPE Credits in TX

OVERVIEW

This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively.

DESIGNED FOR

All tax practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes affecting their individual clients

BENEFITS

  • Understand strategies and tactics to use in light of new legislation
  • Understand the most current guidance on retirement planning
  • Understand how to nail down valuable deductions and other reductions to the tax base

HIGHLIGHTS

  • Coverage of the Inflation Reduction Act of 2022
  • Timely coverage of breaking tax legislation
  • Foreign Tax Credit considerations
  • Schedules K-2 and K-3 reporting requirements and transiional filing relief
  • Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations
  • Donor Advised Funds
  • Residency and Domicile
  • Selling a principal residence, including tax planning strategies
  • A comprehensive overview of  virtual currency, including important tax considerations in light of increased IRS scrutiny
  • The SECURE Act 2022 Proposed Regulations
  • Real Estate professional requirements
  • The Independent Contractor vs. Employee Conundrum continues - Department of Labor Final Rule reinstated
  • State of the IRS - plans to reduce the backlog of returns due to COVID-19
  • Review of pertinent cases and rulings affecting taxpayers
  • Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more
  • Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas

COURSE LEVEL

Update

PREREQUISITES

Experience in individual tax planning

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • Qualifies for CFP credit
  • Qualifies for IRS credit

INSTRUCTOR

Robert Lickwar

Robert Lickwar, CPA

Bob Lickwar is a Tax Managing Director with UHY Advisors in the company’s Farmington, Connecticut, office. He has 37 years of experience and has spent most of his career practicing in all areas of taxation, particularly pass-through entities, high net worth individuals, and small businesses and their owners. Bob received his undergraduate degree in accounting from Central Connecticut State University, and his master's in taxation from the University of Hartford. Bob has been a frequent presenter on various tax matters for roughly 15 years.