FMN Taxes

FMN Plus-2023/Aug, Seg 6 - Mid-Year Tax Update

Even though the 2022 tax filing busy season ended in April, there are many new tax developments that accountants need to be aware of. Tax experts Barbara Weltman and David Peters bring us up to date on a variety of issues that have implications for individuals and businesses. Topics include a new FinCEN reporting rule, IRS interest rates for over and underpayments, the PTE election, the proposed IRS Direct File program, and green energy credits.

Learning Objectives:

Upon completing this segment, you should be able to:

  • Recognize the implications of the new FinCEN reporting rule
  • Describe the interim IRS guidance for self correction of individual retirement accounts
  • Recognize the key issues related to a PTE election
  • Identify some of the COVID incentives that have been going away


Prerequisites/Advanced Preparation:

Work experience in tax planning or tax compliance, or an introductory course in taxation.


Speakers / Authors:

Barbara Weltman
Big Ideas for Small Business

David Peters
David R. Peters is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP), with over fifteen years of experience in financial services. He was formerly the Chief Financial Officer of Compare.com and has been a financial advisor since 2015. He holds master's degrees in accounting, business administration, and financial services and is pursuing a Ph.D. in Financial Planning & Retirement Income at The American College. He is currently a continuing education instructor for the American Institute of Certified Public Accountants, Surgent, and Kaplan Professional, and the President and owner of David Peters Financial Group Inc, Peters Tax Preparation & Consulting PC, and Peters Financial LLC.

Buy

Price (USD)

Standard: $69.90

Details

Course Code : FMN1517-FM

Release Date : 08/10/2023
Expire Date : 03/14/2025
Credits :
CPE 2.00
QAS 2.00
Length : 1hr 40min
Course Level : Update
Course Type : QAS Self-Study
Passing Grade : 70%
Format Type : eLearning
Mobile Compatible
Field Of Study : Taxes

Theme : Corporate Tax Series

Included In

Returning Subscribers

Login Login