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On-demand workshop

16 CPE for AFSP, EA, CPA, CRTP, CFP®

This on-demand event will be available in early December. Pre-order now and we'll contact you as soon as you can access! You'll receive instructor-led sessions and e-book to be completed on your own schedule.

Fees

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Standard rate

Premium member

$0

Professional member

$384

Basic member

$486

Not a member

$511

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Standard rate with print book

Premium member

$42

Professional member

$426

Basic member

$539

Not a member

$566

Textbook add on

Prefer not to print the handouts? During registration, select the rate with book and we'll ship it to you! The price with the book above does not include shipping or tax. Premium level members receive free shipping. Books will only be shipped inside the continental United States. We cannot ship to P.O. box addresses.

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

Course Details

Instructors: Kelly C Lent-Paul, EA, CFP®, and Jaye Tritz, EA, CFP®
Level: Update
Prerequisite: Fundamental knowledge of individual and business income tax
Advanced Preparation: None
Delivery Method: QAS Self Study

How to Earn CPE

To earn CPE, you must make at least one attempt to answer each of the review questions included with the video. You also must successfully pass the course exam with a score of 70% or better. The course and exam will expire on Oct. 31, 2023.

Cancellation policy

Because this is an online education offering, it is nonrefundable.