ISSUESWATCH PODCAST

Year-End Tax Update with Nicole DeRosa – 12/13/23

December 13, 2023

Year-end tax planning is upon us! Nicole and her guest, Laurie Smith, provide a rundown of tax issues individuals and companies should consider before the calendar switches to 2024. Topics include shifting income and deductions, retirement plan contributions and distributions, bonus depreciation, reporting digital assets, and more.

Resources:

Laurie Smith

Laurie Smith, CPA, is a tax partner at Wiss & Company. She is a member of the NJCPA .

Nicole M. DeRosa

Nicole M. DeRosa

Nicole DeRosa, CPA, MAcc, is a pNew Jersey-based CPA with over 15 years of experience in tax and a member of the NJCPA Board of Trustees.

More content by Nicole M. DeRosa:

Learn more from Nicole M. DeRosa:

11/26/24 - Building Your Personal Brand
12/4/24 - Federal Tax Update for 2024
12/5/24 - Form 1040 Return Review Boot Camp for New and Experienced Reviewers
12/5/24 - Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
12/6/24 - Preparing Individual Tax Returns for New Staff and Paraprofessionals
12/10/24 - IssuesWatch Live: Professional Issues Update
12/11/24 - Federal Tax Update for 2024
12/12/24 - Form 1040 Return Review Boot Camp for New and Experienced Reviewers
12/13/24 - Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
12/17/24 - Federal Taxation Interest Group Meeting and Technical Session
12/18/24 - Preparing Individual Tax Returns for New Staff and Paraprofessionals
12/23/24 - Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
12/27/24 - Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
12/27/24 - Building Your Personal Brand
12/30/24 - Building Your Personal Brand
12/31/24 - Form 1040 Return Review Boot Camp for New and Experienced Reviewers
12/31/24 - Preparing Individual Tax Returns for New Staff and Paraprofessionals
1/2/25 - Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
1/3/25 - Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
1/8/25 - Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
1/9/25 - Preparing Individual Tax Returns for New Staff and Paraprofessionals
1/15/25 - Form 1040 Return Review Boot Camp for New and Experienced Reviewers
1/15/25 - Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
1/16/25 - Preparing Individual Tax Returns for New Staff and Paraprofessionals
1/22/25 - Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
1/23/25 - Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
1/27/25 - Building Your Personal Brand
1/30/25 - Form 1040 Return Review Boot Camp for New and Experienced Reviewers
1/31/25 - Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
2/3/25 - Preparing Individual Tax Returns for New Staff and Paraprofessionals
2/6/25 - Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
2/20/25 - Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
2/27/25 - Building Your Personal Brand