Webinar Individual Tax Update 2023

Leader:  Steven C Dilley, CPA, JD, PhD

( 8 hrs. CPE Taxation)

Download registration form PDF for mail-in registration

Description:

This program provides an update to the latest tax developments, rules and regulations affecting individual taxpayers, including a review and integration of late 2022 and 2023 legislation.

Learning Objectives:

After attending this course, you will be able to:

• Apply the latest provisions and developments, rules and regulations impacting individual taxpayers
  
• Implement practical strategies based on recent developments

• Identify and recall key compliance issues and changes in tax forms 

Major Subjects:

• Inflation Reduction act related tax developments – energy credits, Obamacare, and other individual provisions
• SECURE Act 2.0 retirement legislation and other late 2023 legislative developments
• Detailed coverage of Hawaii’s Flow-through Entities tax with examples and official pronouncements
  
• Update on capital gains, Section 199A and passive loss activity
• Virtual currency reporting
  
• 2023 Tax rates and schedules
  
• Individual credits (dependent care credit, child tax credit, earned income credit, premium tax credit)
  
• Gross income and Deductions (including personal and business casualty loss provisions)
• Forms update
  
• Partner’s foreign income – Schedules K-2 and K-3 requirements (update for 2023)
  
• Implications of forms changes
  
• Financial accounting vs. tax accounting for selected topics

Who should attend: CPAs and members in industry seeking a legislative update on the most recent individual tax provisions.

Program Level: Intermediate

Prerequisite: Basic working knowledge of individual taxation

Advanced Preparation: None

Developer: Federal Tax Workshops, Inc.

Mail in Registration Deadline:

10 days prior to the seminar date. Registrations received later will be on a space available basis. 

Cancellation Policy:

A cancellation after the early registration cut off date will be assessed a $50 administrative fee.  No refunds for cancellation within (3) days prior to the seminar date.  No exceptions.