MNCPA 2024 Federal Tax Update
Date/Time
12/4/2024
8:30 AM - 4:30 PM Central
8:30 AM - 4:30 PM Central
Event Registration
Event Type(s)
NDCPAS Events
Webinars
Webinars
Event Description
Review current-year developments and planning ideas affecting individual, corporate and business income taxation. Walk through major new tax legislation, as well as other significant tax developments that affect 2024 tax return preparation and tax planning for individuals, corporations and non-corporate businesses. Come away with practical solutions to problems and an understanding of current tax planning opportunities.
Major subjects
CPAs and tax professionals involved in tax return preparation and tax planning
Prerequisites: None
Advance prep: None
Field(s) of study: Taxes - Technical (8.0)
Level: Update
Format: Group Internet Based
Instructor: David Peters, CPA, CGMA, CPCU, ChFC, CLU, CFP
David Peters, CPA, CGMA, CPCU, ChFC, CLU, CFP, is the founder and owner of Peters Professional Education and Peters Tax Preparation & Consulting, PC. He is also a financial advisor for CFO Capital Management. David has over 15 years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry. In addition, David is a national instructor for the AICPA, Surgent, Kaplan and Don Farmer Tax Seminars. He regularly teaches courses in accounting, finance, insurance, financial planning and ethics.
Major subjects
- Latest law provisions affecting 2024 returns, including developments related to SECURE 2.0 and the Inflation Reduction Act
- Review of any tax legislation enacted in 2024
- FinCEN's beneficial ownership information (BOI) reporting rules
- Regulations modifying the required minimum distribution (RMD) rules for 2024
- Developments related to energy credits, including energy efficient improvements to residences and electric vehicles
- Employee retention credit developments
- 1099-K reporting rules for 2024
- Digital asset developments
- New tax cases, rulings and regulations expected to have the most significant impact on individuals and businesses, and the related planning opportunities
- Review major developments in federal income taxation for individuals, corporations and other businesses
- Understand developments affecting 2024 returns and tax planning, including any new 2024 legislation, important regulations, rulings and court cases
CPAs and tax professionals involved in tax return preparation and tax planning
Prerequisites: None
Advance prep: None
Field(s) of study: Taxes - Technical (8.0)
Level: Update
Format: Group Internet Based
Instructor: David Peters, CPA, CGMA, CPCU, ChFC, CLU, CFP
David Peters, CPA, CGMA, CPCU, ChFC, CLU, CFP, is the founder and owner of Peters Professional Education and Peters Tax Preparation & Consulting, PC. He is also a financial advisor for CFO Capital Management. David has over 15 years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry. In addition, David is a national instructor for the AICPA, Surgent, Kaplan and Don Farmer Tax Seminars. He regularly teaches courses in accounting, finance, insurance, financial planning and ethics.
Location
Online
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