2024 Tax Season Post-Mortem: Lessons Learned and Future Strategies 5.5 Credits
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Nov 27, 12:30 PM
ET
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.
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.
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.
Looking to fulfill your Enrolled Agent (EA) Continuing Education (CE) requirements? MY-CPE online Enrolled Agent CE courses are the best for you. Earn EA CE credits while enhancing your domain knowledge and expertise in diverse tax regulations and practices. Our courses are designed to provide you with the latest updates and deep insights to keep you ahead in your field. With flexible scheduling and a user-friendly platform, MY-CPE offers you a greater convenient and interactive learning experience. Join MY-CPE today and take the next step in advancing your career as an Enrolled Agent.
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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.
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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.
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Continue to bring more specific detailed examples of engagements/clients worked on. This can be done without naming companies/clients to preserve discretion/privacy. This will enhance the presentation.
PS
Great overview but a lot of information to try and absorb at one time. Don't know why tax law has to be so complicated......politics...lol
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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 - fastest in the industry.
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