Don Farmer's 2024 Tax Return Administration & Charitable Contribution Substantiation Issues
Available Until Dec. 31, 2025
Online
1.00 Credits
Member Price $45.00
Non-Member Price $45.00
Overview
Unlock expert insights on tax compliance and charitable contributions.
Stay ahead of the curve with our latest updates from the 2024 Individual Income Tax Workshop. Dive into key developments, including first-time penalty abatement, identity protection enhancements, new IRS online tools, and critical changes to Form 1099-K reporting thresholds. Gain clarity on charitable contribution regulations, explore deduction strategies, and learn from real-world cases to avoid common pitfalls. Designed for tax professionals and individuals alike, our workshop equips you with practical tools to navigate complex tax scenarios confidently. Let’s plan smarter for 2024 and beyond!
Delivery Method: On-Demand
CPE Credit: Taxes
Program Level: Update
Highlights
Charitable Contributions, IRS Updates and New Guidance, IRS Security Enhancements, Tax Scams Targeting Professionals, Planning Ideas and Practical Advice
Prerequisites
None
Designed For
Tax professionals
Objectives
- State which tax returns are eligible for first-time abatement relief.
- Identify substantiation requirements for charitable contributions.
- Recognize limitations of an IRS online account.
Preparation
None
Notice
VSCPA
Leader(s):
Leader Bios
David Peters, Founder & Owner, Peters Tax Preparation & Consulting
David Peters, CPA, CFP, CLU, CPCU, MST, MBA, is the founder and owner of Peters Tax Preparation & Consulting in Richmond, as well as a financial advisor for Peters Financial, LLC. He has over 15 years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry. David was the first-ever chief financial officer at Compare.com – a position he held for over three years. He is a national CPE instructor/discussion leader for the AICPA, Kaplan, and Surgent, and was a recipient of Surgent’s Outstanding Discussion Leader award for 2019. He regularly teaches courses in accounting, finance, insurance, financial planning and ethics throughout the United States. He is the advisor for business and industry topics for the South Carolina Association of CPAs (SCACPA) and was a recipient of The American College’s 2019 NextGen Financial Services Professional Award. He holds four master’s degrees. He contributes regularly to various CPA publications, including the North Carolina Association of CPAs’ (NCACPA) Interim Report, SCACPA’s CPA Report and the Virginia Society of CPAs’ (VSCPA) Disclosures. He was also a co-author of the 2018, 2019 and 2020 versions of the Virginia-Specific Ethics course – a required course for all CPAs licensed in the Commonwealth of Virginia.
Non-Member Price $45.00
Member Price $45.00