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Filing Season and Tax Updates for Individuals

EVENT DATE:

Dec 12,2024

PRESENTER(s): Tony Curatola

1:00 PM ET | 12:00 PM CT | 10:00 AM PT | 120 Minutes
  • Webinar Instruction will be emailed on your registered email address 3 days prior to webinar
  •  | 
  • Web Download / e-Transcript will be shared in 7 working days from the date of webinar

Each tax year presents new and existing tax issues requiring tax specialist to consider and prepare for when advising their clients. One nagging issue that crosses the timeline is the SECURE and SECURE 2.0 Acts. Both acts emphasized saving for retirement and both acts provide changes in the tax law that become effective in different years. Tax year 2024 is no exception. SECURE 2.0 Act modifies and introduces tax provisions encouraging individuals to participate in such plans. But like most tax laws, the interpretation of the law will require a Technical Correction Act as well as Treasury interpretations. Therefore, this session discusses the applicable tax provisions and modifications introduced by recent legislation for tax year 2024 as well as issued technical corrections. In addition, tax planning issues are discussed in light of the sunsetting of TCJA 

Participants will understand:

  • Discuss the tax provisions that are effective for 2024. 
  • Review Treasury’s SECURE 2.0 technical corrections. 
  • Discuss the Congressional technical correction bill.
  • Present other tax provision changes that are effective in the following year. 
  • Discuss the status of the extender provisions.
  • Issues to be aware of with the sunsetting of TCJA

Credits and Other information:

  • Recommended CPE credit – 2.0
  • Recommended field of study – Taxes
  • Session Prerequisites and preparation: None
  • Session learning level: Basic
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • NASBA Sponsor: 146439
  • IRS Course ID: PJGWS
  • Attendance Requirement:  Yes
  • Session Duration: 2 Hours
  • Case Studies and Live Q&A session with speaker
  • PowerPoint presentation for reference

Who Will Benefit:

  • CPA
  • Enrolled Agents (EAs)
  • Tax Professionals
  • Attorneys
  • Other Tax Preparers
  • Finance professionals
  • Financial planners
Coder Archives is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Speaker Profile:
Tony Curatola is the Joseph F. Ford Professor of Accounting and Tax at Drexel University in Philadelphia. Tony’s area of research is the taxation of individuals, small businesses owners, and retirement income.  He has authored over 200 articles in his field and has completed sponsored research for external groups. His findings have appeared in media such as Forbes, The Washington Post, Wall Street Journal, and The New York Times.

He is the former editor of the tax column for Strategic Finance, and the author of several interactive education courses for CeriFi (formerly Thomson Reuters courses). He holds a variety of leadership positions in accounting associations, including the Institute of Management Accountants. Dr. Curatola earned his B.S. in Accounting ’75 and MBA in Finance ‘77 from Drexel University, M.A. in Accounting ’79 from The Wharton School of the University of Pennsylvania, and Ph.D. in Accounting ‘81 from Texas A&M University.

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