CPE + Events Catalog

2024 has seen important tax developments: Important IRS policy changes for first-time penalty abatement due to late filed tax returns. New final regulations on required minimum distributions and the penalty for failing to take a required minimum distribution. And when distributions are required in the year the IRA owner passes away. A strategy for reducing required minimum distributions. Preparing for “Taxmageddon” Strategies for reducing taxes as parts of TCJA are scheduled to expire. Important new Supreme Court cases that affect taxpayers. S corporation shareholder basis: A very taxpayer-friendly case. SECURE Act 2.0 updates, including Roth SEPs and Roth SIMPLE plans. And new reporting rules.  Join experts George Koutelieris and Greg White, as they provide a fast-paced, thorough, and easy-to-understand update on the recent Federal tax developments. You’ll be able to confidently navigate the maze of 2024 tax developments.IRS CE: Pending Approval

2024 has seen important tax developments:• Important IRS policy changes for first-time penalty abatement due to late filed tax returns.• New final regulations on required minimum distributions and the penalty for failing to take a required minimum distribution.   o And when distributions are required in the year the IRA owner passes away.  o A strategy for reducing required minimum distributions.• Preparing for “Taxmageddon”  o Strategies for reducing taxes as parts of TCJA are scheduled to expire.• Important new Supreme Court cases that affect taxpayers. • S corporation shareholder basis: A very taxpayer-friendly case.• SECURE Act 2.0 updates, including Roth SEPs and Roth SIMPLE plans.  o And new reporting rules. Join experts George Koutelieris and Greg White, as they provide a fast-paced, thorough, and easy-to-understand update on the recent Federal tax developments. You’ll be able to confidently navigate the maze of 2024 tax developments.IRS CE: Pending Approval