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.
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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.
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
Instructors: Kelly C Lent-Paul, EA, CFP®, and Jaye Tritz, EA, CFP®
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.
Because this is an online education offering, it is nonrefundable.