Duration: 120 Minutes

Description:

Given the increasing complexity and ever-evolving nature of tax laws, today’s accountants need a concise, one-day update course that focuses on the most relevant Federal income tax topics impacting individuals, businesses, and their owners, particularly newly enacted income tax legislation. This dynamic session offers a thorough review of recent income tax laws, regulations, court cases, IRS notices, revenue procedures, and private letter rulings that affect both individuals and businesses.

Learning Objectives

• Highlight tax compliance and planning issues for 2023 and 2024.
• Discuss the status of pending and recently passed tax legislation.
• Review tax planning strategies and ideas for individuals and businesses.
• Summarize the key provisions of the new Corporate Transparency Act.

Credits and Other information:

• Recommended CPE credit – 2.0
• Recommended field of study – Taxes
• Session Prerequisites and preparation: None
• Session learning level: Basic
• Location: Virtual/Online
• Delivery method: Group Internet Based
• Attendance Requirement:  Yes
• Session Duration: 2 Hours

Who Will Benefit:

• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners

About Our Speaker

WARREN M. BERGSTEIN, CPA, AEP© More than forty years of practice in tax planning, estate and trust administration and planning, personal financial planning and accounting have given Warren an extraordinarily deep understanding of personal finance. At his firm, Adelman, Katz & Mond LLP, his clients, who include primarily high net worth individuals, entrepreneurs and sole proprietors, benefit from his particular expertise in tax law, its applications and implications for individuals. Warren is an adjunct professor of accounting and taxation at Long Island University, New Jersey City University, and Rutgers.

He has spoken at the Institute of Management Accountants, both the New York and Long Island chapters of Financial Planning Association, the New York State Society of CPAs, New York University, and Lorman Educational Services. In addition, he is an accomplished author, and has regularly contributed to publications the experts rely on, like Marshall Loeb’s Money Guide, Taxation for Accountants, and The CPA Journal.