2023-2024 Individual Tax Update

Program Description

In this three hour course our speaker will cover current 2023 Federal tax and other tax law changes for individual. We will review the new energy credits, SECURE Act 2.0, plus the challenges of basis compliance for our partner and S Corp shareholder Form 1040 clients, Form 7203 and K-2 & K-3.

Learning Objectives

1. Review 2023 Federal tax law for individuals and businesses.

2. Learn recent federal tax changes which will impact individuals and businesses for 2024 and beyond.

3. Develop tax planning options and client correspondence for new tax laws.

4. Understand challenges faced with 2023 tax returns and IRS regs or published materials impacting 2023 & 2024.

About the Speaker

Jane Ryder, EA, CPA has been providing tax preparation, accounting services, and tax collection resolution services since 1980. She runs her San Diego CPA firm and writes and speaks on many income tax, business compliance and accounting topics. Jane has a business centric practice, preparing and consulting on tax, accounting, and compliance matters for Corporations, S-corporations, LLC’s, Partnerships, and Trusts. She also specializes in IRS and state agencies collection problems, payment plans, audit representation, audit appeals, offers in compromise, and other compliance related issues. She earned a BS in Business Administration (Accounting) from SDSU and is currently licensed with the California State Board of Accountancy and admitted to practice before the the Internal Revenue Service as an Enrolled Agent.

Continuing Education

IRS:  3  hours Federal Tax Update   |   CTEC: 3 hours Federal Tax Update

Pricing

Member: $65 | Non-Member: $80