2025 Post-Tax Season Update and Review
2 options to choose from
Price: $284.00
*Discount valid through April 26, 2024.
Review, refresh, and prepare yourself to tackle extensions with confidence
Plus, enjoy a bonus hour-long on-demand webinar:
Divorce at the Movies
A tax season review is an invaluable tool. Let’s take this opportunity to examine any issues or challenges while they’re still top of mind. This proactive approach will help solidify your understanding, enhance retention, and ensure no questions from the recent filing season go unanswered.
Part 1:
- Review key provisions in The One, Big, Beautiful Bill—the newly proposed tax bill—and explore how these changes could impact you, your practice, and your clients.
- Stay on top of the latest legislative developments including TCJA extensions, new business tax incentives, and IRS administrative reforms
- Know what has changed at the Social Security Administration, including recent increases for certain government workers
- Get a head start on mid-year planning with a client letter and a helpful overview chart
- Review new and updated forms, such as Form 1099-DA and Form 15620 for §83(b) elections
- Find out which SECURE 2.0 Act retirement provisions will be going into effect in 2025 and beyond
- Know how to complete error-free business solar credit claims
- Maximize your use of new IRS on-line tools during the current IRS staffing cutbacks
Part 2:
- Get details on the new procedure for taxpayers who received an ERC refund but have not yet filed an amended return
- Understand the recent proposed regulations on the IRC §45W Clean Vehicle Credit, including used vehicles, short-term ownership, and business use percentage requirements
- Dig into the latest partnership issue developments, like self-employment income and the limited partner exception, partner information on the K-1, Form 7217 for reporting property distributions, and more
- Learn how the California LLC gross receipts fee is calculated
- Get tips on planning estimates for the following year that will help build goodwill with clients
- Master bond-related taxation issues
Part 3:
- Review the proposed changes to Circular 230
- Dig into the latest partnership issue developments
- Get tips for interacting with the IRS, including several new tools and technologies the agency is using to improve communications
- Know how to respond to IRS notices and what to do if the IRS has prepared a substitute for return for your client
- Learn about the IRS Office of Tax Appeals, how an appeal moves through the process, and the various appeals programs available
- Get Spidell’s answers to some of the most common practitioner questions about penalties
Part 4:
- Take a deep dive into disaster tax relief, including:
- The Federal Disaster Tax Relief Act of 2023 and its applicability to various disasters
- Filing and payment postponements and how they apply
- Qualified disaster recovery distributions from retirement plans
- Calculating casualty and disaster losses for individuals and businesses
- Insurance and living expense payments
- Learn about the IRS’s recent guidance concerning theft losses, including example scenarios of when the deduction is allowed or disallowed
- Get an update on California issues like the NOL suspension, business credit limitation, and oil and gas tax incentive changes
2 options to choose from
May 21 & 22
(Wednesday and Thursday)
8:30 a.m. to Noon PT
Add to cart
May 21 & 22
(Wednesday and Thursday)
1:30 p.m. to 5:00 p.m. PT
Add to cart
On-Demand Webinar
|
Self-Study
|
Webinar must be taken on consecutive days. AM and PM course times cannot be paired together.
Two easy ways to order:
Call us at (800) 277-2257 or order online!
CPE Hours
| Designation | CPE Hours |
|---|---|
| CPA | 8 Taxes |
| EA | 8 Federal Tax |
| CRTP (CTEC) | 8 Federal Tax |
| CFP® Professionals | 8 Hours |
| Attorney | 6.75 General MCLE/Tax Specialization |
Course level: Intermediate
General tax preparation knowledge is required.
CFP professionals do not receive credit for the on-demand webinar or self-study versions of this course.
Guarantee of excellence
Your satisfaction is our priority. If you are not completely satisfied with this course in any way, we will provide you with a full refund, hassle-free. Guaranteed.
Webinar features:
- Up to 8 hours of CPE for one attendee. (Additional CPE is not available for this course. All attendees must purchase the webinar in order to receive CPE.)
- Searchable e-version of the PDF manual and PowerPoint slides.
- One person may watch and listen on one computer.
- Purchase the live webinar, if you are unable to attend for any reason, we will automatically transfer you to the on-demand version.
You must have computer speakers to listen to this webinar
Can’t attend the live webinar?
Order the on-demand or self-study version instead.
Cancellation Policy:
We will refund 100% of your webinar registration if you cancel by noon Pacific Time, five business days before the webinar. Please contact our Customer Service department at (800) 277-2257 to cancel the webinar or switch to the on-demand version.
This webinar has been designed to meet the requirements of the IRS Return Preparer Office; including sections 10.6 and 10.9 of Department of Treasury’s Circular No. 230 (Provider No. CRA7E); the California State Board of Accountancy; the California Bar Association; the Certified Financial Planner Board of Standards; and the California Tax Education Council. This does not constitute an endorsement by these groups. The state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. For more information regarding administrative policies such as complaints or refunds, contact Spidell Publishing at (800) 277-2257. Spidell Publishing, LLC. has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890, or by phone at 877-850-2832, or on the internet at www.CTEC.org.
Spidell Publishing, LLC. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. This webinar is designed to meet the requirements for 8 Hour(s) of continuing education for the California Board of Accountancy. Level: Intermediate. Field of Study: Taxes. Delivery method: Group Internet Based. For more information regarding administrative policies, such as complaints or refunds, contact Spidell Publishing at (800) 277-2257. General tax preparation knowledge is required.
