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Various tax legislation has been proposed for 2023 and beyond, with little certainty as to what, if anything, will ultimately change.
An update for financial planners on the effect of both recently passed and proposed legislation on their client’s tax situation. Review of income tax changes, trust, and estate changes, and administrative changes in the tax law.
More specifically, tax laws passed include the Tax Cuts and Jobs Act (TCJA), the SECURE Act, The Infrastructure Tax Bill, the CHIPS Act, the Inflation Reduction Act, and the Secure Act 2.0.
The biggest changes include a new corporate alternative minimum tax, an increase and broader application of the net investment income tax on high-income taxpayers, and important changes in IRA and Roth IRA rules. In addition, the IRS would receive nearly $80 billion over the next decade to beef up tax enforcement, another way Democrats plan to bring in additional revenue.
The tax increases would raise over $2 Various tax legislation has been proposed for 2023 and beyond, with little certainty as to what, if anything, will ultimately change.
An update for financial planners on the effect of both recently passed and proposed legislation on their client’s tax situation. Review of income tax changes, trust, and estate changes, and administrative changes in the tax law.
More specifically, tax laws passed include the Tax Cuts and Jobs Act (TCJA), the SECURE Act, The Infrastructure Tax Bill, the CHIPS Act, the Inflation Reduction Act, and the Secure Act 2.0.
The biggest changes include a new corporate alternative minimum tax, an increase and broader application of the net investment income tax on high-income taxpayers, and important changes in IRA and Roth IRA rules. In addition, the IRS would receive nearly $80 billion over the next decade to beef up tax enforcement, another way Democrats plan to bring in additional revenue.
The tax increases would raise over $2 trillion over the next decade, according to the Center on Budget and Policy Priorities estimates. The money is meant to offset some of the estimated $3.5 trillion the White House aims to spend on reducing child poverty and addressing climate change, among other goals.
Planning considerations are explored in light of state and local tax limitations, itemized deduction availability, and the looming end of the favorable Tax Cuts and Jobs Act rate schedules after December 31, 2025.
This course covers the following Major Topics: trillion over the next decade, according to the Center on Budget and Policy Priorities estimates. The money is meant to offset some of the estimated $3.5 trillion the White House aims to spend on reducing child poverty and addressing climate change, among other goals.
Planning considerations are explored in light of state and local tax limitations, itemized deduction availability, and the looming end of the favorable Tax Cuts and Jobs Act rate schedules after December 31, 2025.
This course covers the following Major Topics:
After completing this tax update CE Tax Course, you'll be able to inform your clients of the major changes and what else to expect going forward.
Partner, Adelman Katz & Mond LLP
More than forty years of practice in tax planning, estate and trust administration and planning, personal financial planning and accounting have given Warren an extraordinarily deep understanding of personal finance. At his New York City firm, Adelman, Katz & Mond LLP, his clients, who include primarily high net worth individuals, entrepreneurs and sole proprietors, benefit from his particular expertise in tax law, its applications and implications for individuals. Warren is an adjunct professor of accounting and taxation at Long Island University, New Jersey City University, and Rutgers Business School. He has spoken at the Institute of Management Accountants, both the New York and Long Island chapters of Financial Planning Association, the New York State Society of CPAs, New York University, and Lorman Educational Services. In addition, he is an accomplished author, and has regularly contributed to publications the experts rely on, like Marshall Loeb's Money Guide, Taxation for Accountants, and The CPA Journal. Warren has been very active in professional organizations, and has frequently been elected as president, board member or committee chair. Warren is a fan of local sports teams. He also likes to read biographies and books on current events. He and his wife, Susan, live in Langhorne, PA. They have two children, Sam and Robin, and a granddaughter, Reily
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Advance Preparation
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 maintenance 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 through its website: www.NASBARegistry.org.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
205 Ratings
Excellent
120
Very Good
62
Average
17
Poor
3
Terrible
2
MBM
Nov 8th, 2023
This particular class was very informative. although most of my clients are not in a tax braket that allows for such planning, most of my self employee clients are getting to that stage. Further more, my family and I have reached that stage. I intent in applying this knowledge as a guide to what else must I learn and what direction would be the most beneficial for my self and for my clients as we grow together.
PP
Nov 29th, 2023
This is a great refresher course with so many changes occurring in the past 3 years.
CM
Aug 14th, 2023
I feel comfortable with Warren and am confident in his knowledge.
JC
Jan 8th, 2024
instructor is easy to understand and teaches at a nice pace
RK
Dec 30th, 2023
well organized and highly informational
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