Spring Tax Update: Individuals with Steve Dilley

Overview

You could pay $0 for this course!

This program provides an update to the latest tax developments, rules and regulations impacting and individual taxpayers, with a review and integration of the numerous 2022/23 legislation.

This course qualifies for reimbursement through the state’s Workforce Training Express Fund. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course. The course code for this program is C-9288. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

Highlights

• Recent legislative developments, cases and rulings impacting individual taxpayers
• Review of Inflation Reduction Act
• SECURE Act 2.0
• FINCEN Beneficial Ownership Rules
• Individual income items, itemized deductions and credits
• Updated tax rate schedule and other inflation adjusted items
• Implications for self-employed taxpayers of various legislation
• Casualty losses

Prerequisites

Basic working knowledge of individual taxation

Designed For

CPAs in public practice and industry seeking an update on the latest individual tax developments

Objectives

• Apply practical strategies based on recent developments
• Identify and recall key compliance issues
• Identify and recall significant changes in tax forms

Preparation

None