2023 Mid-Year Individual Tax Update (Virtual)  (WRIT4)

4.00 CPE Credit Hours

This course is essential for the tax practitioner who wants to update their knowledge of individual income taxation so that the practitioner can provide solid planning advice to their clients prior to year-end. This course will provide a comprehensive review of Form 1040 issues for the 2023 tax year. Included will be a thorough review of all Internal Revenue Code changes made by year-to-date. In addition, this course will instruct the participant as to where to expect potential changes to be made by the current administration.

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers.

At the end of this course the participants will be able to:

• To discuss major changes to the Internal Revenue Code created by legislation
• To list ideas as to how to create and/or update their client's tax, financial, estate, and retirement plans because of legislation

• Major changes to legislation
• Status issues
• Divorce issues
• Death of a taxpayer issues
• Military issues
• Income and deduction planning ideas
• Non-resident and resident alien issues
• Foreign related reporting issues
• Cryptocurrency
• Compensation and fringe benefits
• Social Security issues
• Capital gains
• Deduction issues
• Kiddie Tax
• Various credits