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Friday, December 27, 2024 Live Webcast

Tax Research (X1-TXR2-2024-01-WEBNR-362-01)

9:00 AM - 11:00 AM EST
webcast

Vendor Platform

2 CPE Credits in TX

OVERVIEW

The Inflation Reduction Act (IRA) contains many changes to auto and energy-related credits as well as new credits and old credits that have been renamed. Many if not most of these credits reduce the cost of individual- and business-related expenses. As a result of the changes brought about by the IRA, tax advisors have a full set of new and reformed credits to understand and explain to their clients. This program covers the mechanics of all the new and revised energy-related credits clients will be asking about, such as credits related to personal autos, energy-efficient commercial vehicles, and household-related utilities and improvements. This program will cover the new IRA changes related to electric car credits in detail so that those attending can properly advise their individual and business clients. The program will also cover the transition rules applying to clean vehicles purchased after enactment.

DESIGNED FOR

All accounting and finance practitioners

BENEFITS

  • Understand where we are and where we’re going in regard to tax developments
  • Be familiar with student loan repayment and forgiveness rules as well as college funding as potentially new practice areas

HIGHLIGHTS

  • Prospective tax legislation coming in late 2022
  • 2022 tax developments: putting the Inflation Reduction Act in perspective
  • Purpose of the new energy credits: will all of us have electric cars before too long?
  • Transfers of energy and car credits to unrelated transferees: what does this do to prices?
  • Increased demand for better tax planning due to IRS data feeding student loan repayments, forgiveness and FAFSA systems starting in mid-2023
  • Student loan repayment and forgiveness update: current information on various forgiveness and repayment programs: who gets forgiven, how much, and the importance of 2022 taxes for their repayment restart?
  • Why can’t borrowers pay off their student loans from college?
  • Can and should CPAs develop a specialization in student loan repayment and financing college expenses?
  • Treatment of student loan payments as elective deferrals for purposes of matching contributions
  • Why are retirees still paying off their own college debt and sometimes that of their children and grandchildren?

COURSE LEVEL

Basic

ADVANCE PREPARATION

None

INSTRUCTOR

Dave Peters

Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

PRICING

$89.00 - Member

$109.00 - Nonmember

Register Today


Note: Online pre-registration will close on December 27 at 8:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

Surgent