Don Farmer's 2024 Indexed Items & Other Recent Developments

Overview

This course is designed specifically for tax professionals looking to deepen their understanding of complex tax laws, strategies, and procedures. With an emphasis on the latest regulations, including the Tax Cuts and Jobs Act (TCJA) and Bonus Depreciation rules, this course covers essential topics such as Backdoor Roth Conversions, Qualified Improvement Property (QIP), and Nondeductible IRA Contributions. You'll gain insight into critical concepts like Capital Gains, Excess Business Losses, and Estate Tax Return (Form 706) filing, along with strategies to navigate complex IRS regulations and administrative procedures, including Chevron Doctrine and Skidmore Standard.

Learn the ins and outs of tax-efficient retirement planning, such as Defined Contribution Plans, Solo 401(k), and SEP IRA Contributions. The course also explores essential tax credits like the Child Tax Credit and Phase Out provisions, as well as practical tools for managing client expectations and tax liabilities through Inflation Adjustments and Portability Elections.

By the end of the course, tax professionals will be equipped with the tools and knowledge needed to provide their clients with expert advice on retirement planning, business deductions, and estate tax strategies, ensuring full compliance with the latest tax laws. Take your expertise to the next level and stay ahead in an ever-evolving tax landscape.

Delivery Method: QAS Self-Study
CPE Credit: Taxation
Program Level: Update

Highlights

• Retirement Planning & Accounts
• Tax Laws & Regulations
• Tax Filing & Procedures
• Business & Self-Employment Tax
• Legal and Judicial Concepts
• Taxpayer Rights & Assistance
• Estate Planning & Exemptions
• Automation & Technology in Tax

Prerequisites

None

Designed For

Tax professionals

Objectives

• Recall rules related to inflation adjusted items.
• Recognize how the Loper Bright case affects taxpayers.
• Identify recent developments related to tax professionals and their clients.

Preparation

None

System Requirements:
This course contains streaming video and audio. To ensure an optimal experience on your computer or mobile device, disable pop-up blockers in your internet browser.

If you have any other questions, the VSCPA is happy to help! We're available Monday – Friday from 9 a.m. – 5 p.m. ET. Please call (800) 733-8272 or email cpe@vscpa.com.  

On-Demand Refund Policy: VSCPA will refund your course fee if you have registered for an on-demand course and found it unsatisfactory, provided that you have not taken the Final Test and your refund request is submitted, within 30 days of registering for the course, by email addressed to cpe@vscpa.com or by calling (800) 733-8272. It is assumed that after 30 days, you are satisfied with the materials and service. For more information regarding refund, complaint, program cancellation or other policies, visit vscpa.com/CPEPolicies.

Notice

Delivery Method: QAS Self-Study