Dec. 7 & 8, 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.
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.
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.
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
Course level: Update
Prerequisites: Fundamental knowledge of individual and business income tax
Advanced Preparation: None
Delivery Method: Group-Live
Kathy Morgan, EA, USTCP
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.