Are You Ready for Tax Season? On-Demand Webinar

Summary

It's crunch time, but there's no need to panic. Attend this webinar for the essential tips and updates you need for a smooth tax season. We’ll cover what you need to know to accurately prepare your clients’ 2023 returns, including reviewing significant tax law changes. We’ll also cover guidance issued by the IRS for energy credits enacted as part of the 2022 Inflation Reduction Act and how to handle ERC claims going forward. You’ll leave ready to take on the upcoming tax season and ready to properly advise your clients.

Important reminder for Tax Season Updates registrants: This on-demand webinar is included with your Tax Season Updates registration (in-person and virtual) at no additional cost. Details will be emailed.

Objectives

Upon completion of this course, you will be able to:

• Summarize RMD rules under the new regulations provided by SECURE 2.0
• Identify steps for WISP compliance
• Recognize the latest ERC claims guidance
• Determine questions to ask taxpayers regarding cybercurrency transactions
• Discuss, understand and properly report Form 1099-K activity, even when a 1099-K may have been received in error
• Help clients plan for 2024 and beyond
• Prepare small business clients for new reporting requirements under the Corporate Transparency Act (CTA)
• Consider tools to education clients as to how to protect their sensitive data

Course Details

This on-demand webinar includes the presentation slides, exam questions, recording of the webinar broadcast with review questions, and attendee top questions. CPE is issued after exam is successfully completed.