For January we have replaced our usual one-hour monthly tax update with a two-hour webinar including what we consider the most important changes for 2023 and important issues client’s need to be aware of for 2024.
Learning Objectives: By taking this course you will learn about new provision affecting the 2023 and 2024 tax returns including: The clean vehicle credit transfer to the dealer (including a white paper download for clients about the pitfalls of the credit transfer), new IRS voluntary ERC disclosure program and the prior ERC claim withdrawal option, military domicile & employer credit for military spouse pension contributions, the ever-changing effective threshold effective date for 1099-k reporting, the new e-file mandate, the Corporate Transparency Act (including a form fill download for a six page client organizer and instructions for gathering information needed for the FinCIN online beneficial owners registration), Maui leave based donations, IRA changes, qualified plan changes, RMD issues including, age, penalty, and the 2021-23 inheritance RMD penalty relief, numerous new early withdrawal penalty relief provisions, pension start-up credit changes, new home solar battery credit and credit sunset, enhanced energy efficient home improvement credit, alternate fuel refueling property credit, special clean vehicle transition rule for Fisker and Rivian EVs, bonus depreciation phaseout and OPR mandated written information security plan (WISP)(including a WISP download document with a WISP security plan template).
CPE Hours: Federal Tax Update = 2 CPE Credits / Total = 2 CPE Credits
Accreditation: CTEC, IRS, Enrolled Agents, NASBA-QAS CPAs
Field of Study: Federal Tax Update
Publication Date: 1/02/2024
Instructional Delivery Method: Group Internet-Based
Advanced Preparation: No Advanced Preparation Required
Speakers: Lee Reams Sr., BSME, EA
Webinar Material: Before you begin your webinar, you will want to download the course material within your course learning path.
Refund Policy: Your complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at 1-800-384-1101.
Certified Public Accountants: CountingWorks, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CountingWorks, Inc. is an approved provider for IRS, NASBA QAS, and CTEC providing continuing education for CPAs, EAs, IRS, CRTPs.
Registration: Sign-up online by clicking add to cart above or by phone at 1-800-384-1101.