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Virtual workshop

Nov 15-17, 2022

Registrations received less than seven days prior to the event date will be charged a minimum additional $50, depending on membership level, on the standard rate. Book

orders received within two weeks of the event are not guaranteed to be delivered

before the event date.

Fees

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Standard rate

Premium member

$0

Professional member

$384

Basic member

$486

Not a member

$511

Closed
Register >
Register >

Standard rate with print book

Premium member

$42

Professional member

$426

Basic member

$539

Not a member

$566

Closed

16 CPE for AFSP, EA, CPA, CRTP, CFP®

Schedule

Tuesday, Nov. 15, 9:00 a.m. to 4:00 p.m. CT
Wednesday, Nov. 16, 9:00 a.m. to 4:00 p.m. CT
Thursday, Nov. 17, 9:00 a.m. to 1:00 p.m. CT
Tuesday and Wednesday include a one-hour break.

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. Orders received within two weeks of the event are not guaranteed to be delivered before the event date.

Summary

We’ll be covering issues you’ll likely to 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 provide us with at least 70% of the polling and you must be logged in for at least 90% of the presentation. Additional instructions will be provided during the event.

Cancellation policy

All refund requests are subject to a $50 processing fee. No refunds will be issued within seven days of the event. No-shows will not be granted refunds. Registration substitutions are accepted, provided the transferee pays any applicable fee difference.

Special thanks our sponsors of the Virtual Tax Season Updates.

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