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In-person location

Atlanta, GA

Nov. 14 & 15, 2022

16 CPE for AFSP, EA, CPA, CRTP, CFP®

Before tax season begins, prepare to serve your clients by learning the complexities of current tax laws and the latest guidance. Our Tax Season Updates cover individual and business tax topics.

Fees

Premium

Professional

Basic

Not a member

Early price

Within 7 days*

$425

$475

$425

$475

$538

$601

$566

$633

*Any registrations received less than 7 days prior to the workshop date will be charged a minimum additional $50 depending on membership level.

Location

Sonesta Atlanta Northwest

6345 Powers Ferry Road NW

Atlanta, GA 30339

770-955-1700

Special rate

$135

If there is not a special rate link, please call the hotel and ask for the NATP room block.

Schedule

Event starts both days at 8:00 a.m. local time and lasts until 4:30 p.m. Check-in opens at 7:30 a.m. Lunch is on your own from 11:45 a.m. to 12:45 p.m.

Summary

We’ll be covering issues you’ll likely see in the 2023 tax season when preparing the 2022 tax returns. Individual topics include determining the §121 exclusion for sales of primary residences for various scenarios, reporting cryptocurrency and NFT transactions, reporting a 1099-K received for different activities and analyzing §1031 exchanges. Business topics include filing Schedules K-2 and K-3 to report certain items of international tax relevance and determining basis for both S corporation shareholders and partners in a partnership. As a trusted resource for tax professionals, we will also include and interpret the most recent legislation and IRS updates as they become available.

Objectives

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

  • Analyze new tax laws and developments for individuals and businesses

  • Determine the tax treatment of different sources of income

  • Analyze the change in tax rules for certain credits and deductions

  • Identify extended and expired tax provisions

  • Calculate basis for shareholders and partners

  • Determine the §121 exclusion available on the sale of a residence

  • Examine the recent updates in virtual currency

  • Analyze how and when a §1031 exchange occurs

CPE details

Instructor:
Course level: Update
Prerequisites: Fundamental knowledge of individual and business income tax
Advanced Preparation: None
Delivery Method: Group-Live

Chuck Stephens, CPA

Cancellation policy

To cancel your registration, you must contact NATP's Member Services department at least 48 hours before the event begins to receive a refund. A fee of $50 will be withheld from your refund. No refunds will be granted within 48 hours of the event. Registration substitutions are accepted, provided the transferee pays any applicable fee difference.

Special thanks to GetNetSet, our sponsor of the Tax Season Updates.

GetNetSet