Both businesses and individual clients face major changes as a result of new legislation, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest cases and rulings applicable to individual and business clients. Continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BIT4.
Experience with individual and business clients
<ul> <li>Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans</li> </ul> </li> <li>Timely coverage of breaking tax legislation</li> <li>Bonus depreciation </li> <li>Section 174 Research and Experimental Expenditures</li> <li>New FinCEN reporting requirements in 2024</li> <li>Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas</li>
Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.
SU1193
Registration is open through 01/08.
1:00pm to 4:30pm
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January 6, 2025
