2024 Tax Season Post-Mortem: Lessons Learned and Future Strategies 5.5 Credits
Learning mode
As another tax season draws to a close, tax professionals and individuals alike should reflect on the challenges faced, lessons learned, and strategies for the future.
Delve into the intricacies of tax planning for 2024, exploring essential updates and advanced tactics to optimize client outcomes. This course covers crucial topics such as Roth IRA contributions, backdoor strategies, and changes to RMD rules, equipping you with the knowledge and tools needed to navigate the evolving tax landscape. Discover how to leverage Qualified Longevity Annuity Contracts (QLAC) and mitigate excise tax penalties for early distributions and excess contributions.Â
This course will dive deep into the comprehensive Retirement Planning Updates 2024. Discover how recent legislative changes, including the SECURE 2.0 Act, reshape retirement options and obligations. Explore eligibility criteria, contribution limits, and employer responsibilities under the new laws. From Safe Harbor 401(k) plans to Long-Term Part-Time Employee provisions, grasp the intricacies of these reforms. Learn how to navigate catch-up contribution restrictions and maximize retirement savings.Â
Major topics covered-
Join this CE Course and delve into critical updates and revisions affecting retirement plans and overtime rules while exploring the latest tax planning strategies. With expert guidance, gain insights into maximizing tax benefits and minimizing liabilities.Â
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 5.5 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02066-24-O) | 5 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02066-24-O) | 5 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1652) | 5 CE | Approved |
| Taxes for Personal Financial Specialist (PFS) | 5.5 CPD | Eligible |
| Taxes for Chartered Financial Analyst (CFA) | 5.5 PL | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 5.5 CPE | Eligible |
| Chartered Financial Consultant (ChFC) | 5.5 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02066-24-O) | 5 CE | Approved |
| Taxes for Certified Wealth Strategist (CWS) | 5.5 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 5.5 CPD | Eligible |
| Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 5.5 CE | Eligible |
| Taxes for Retirement Income Certified Professional (RICP) | 5.5 CE | Eligible |
| LTC (Approval No. GEHNZ-T-02066-24-O) | 5 CE | Eligible |
| Retirement Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 5.5 CE | Eligible |
| Taxes for Wealth Management Certified Professional (WMCP) | 5.5 CE | Eligible |
| Taxes for Financial Services Certified Professional (FSCP) | 5.5 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 5.5 CPE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02066-24-O) | 5 CE | Approved |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 5.5 CPE | Eligible |
| Taxes for Chartered Special Needs Consultant (ChSNC) | 5.5 CE | Eligible |
| Taxes for Chartered Advisor in Senior Living (CASL) | 5.5 CE | Eligible |
| Taxes for CIPM | 5.5 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 5.5 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02066-24-O) | 5 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02066-24-O) | 5 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1652) | 5 CE | Approved |
| Taxes for Personal Financial Specialist (PFS) | 5.5 CPD | Eligible |
| Taxes for Chartered Financial Analyst (CFA) | 5.5 PL | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 5.5 CPE | Eligible |
| Chartered Financial Consultant (ChFC) | 5.5 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02066-24-O) | 5 CE | Approved |
| Taxes for Certified Wealth Strategist (CWS) | 5.5 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 5.5 CPD | Eligible |
| Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 5.5 CE | Eligible |
| Taxes for Retirement Income Certified Professional (RICP) | 5.5 CE | Eligible |
| LTC (Approval No. GEHNZ-T-02066-24-O) | 5 CE | Eligible |
| Retirement Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 5.5 CE | Eligible |
| Taxes for Wealth Management Certified Professional (WMCP) | 5.5 CE | Eligible |
| Taxes for Financial Services Certified Professional (FSCP) | 5.5 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 5.5 CPE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02066-24-O) | 5 CE | Approved |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 5.5 CPE | Eligible |
| Taxes for Chartered Special Needs Consultant (ChSNC) | 5.5 CE | Eligible |
| Taxes for Chartered Advisor in Senior Living (CASL) | 5.5 CE | Eligible |
| Taxes for CIPM | 5.5 PL | Eligible |
Credits
5.5
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) 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.
Dr. Curatola is the Joseph F. Ford Professor of Accounting at Drexel University in Philadelphia. He is the Tax Column Editor for Strategic Finance since 1992. He has served as the editor of the Journal of Legal Tax Research and currently serves on the editorial review board of several journals, and has held a variety of leadership positions, including current national service with the Institute of Management Accountants. He has published over 250 articles in journals including Journal of Financial Services Professionals, Journal of the American Taxation Association, Journal of Forensic & Investigative Accounting, Oil, Gas, & Energy Quarterly, and Tax Notes to name a few. Dr. Curatola was a co-editor on IRA Answer Book by Wolters Kluwer and author of the EA Review course for Surgent Publishers. Dr. Curatola externally funded research findings have appeared in media such as Forbes Magazine, The Washington Post, The Wall Street Journal, The New York Times, and other media outlets.
What is Self Study (QAS)?
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn CPE credits through self-study?
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Are the self-study courses approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
What are the requirements to maintain compliance with self-study courses?
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
How can I access my course completion certificates?
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
What is a Live Webinar Group Internet-Based Credit?
A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn credits through live webinars?
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Are the live webinars approved by NASBA and other regulatory bodies?
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
What are the requirements to maintain compliance with live webinar courses?
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
How can I access my webinar completion certificates?
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
JM
The instructor provided a well paced, interesting, and conversational presentation. The content was pertinent and covered all the current tax issues. The research and discussions on current legislative was excellent and greatly appreciated. As a result, the 5.5 hour session was very engaging and went by quickly. Including the polling questions in the slide decks was also a nice touch. Thank you for such a great presentation all around.
KK
The title was a bit confusing, but the class was a very in-depth update on individual and business taxes plus FinCEN, BOI, retirement plans, etc. The presenter knows what he's talking about and it was a good chance to learn and update my tax knowledge.
.webp "Annual Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)")
Feb 24, 09:00 AM ET
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