MYCPE ONE

Federal Tax Planning Symposium - 2023

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Conference Overview

Unlock the Secrets of Smart Tax Planning: Join Us at the Federal Tax Mastery Conference - 2023!

As we embark on a new year, the tax landscape continues to evolve, presenting both challenges and opportunities for individuals and businesses alike. This comprehensive virtual conference is dedicated to empowering tax professionals, financial advisors, and legal experts with the latest insights and strategies in federal tax planning. 

Join this CPE Virtual Conference for a series of engaging sessions and panel discussions led by renowned experts in the field. We will delve into a wide range of topics, including recent changes in tax regulations, updates on tax codes and deductions, tax-efficient investment strategies, estate planning techniques, and much more. Whether you are a tax professional seeking to enhance your expertise or a business owner looking to minimize tax liabilities, this symposium offers valuable takeaways for all attendees.

In this CPE Virtual Event, you will have the opportunity to network with fellow professionals and gain insights from industry leaders on the most effective tax planning approaches. Discover innovative ways to optimize tax savings, comply with the latest tax laws, and make informed financial decisions for your clients or organization. 

Don't miss this chance to stay ahead in the ever-changing world of federal tax planning. Reserve your spot today and be part of this transformative virtual event!

Completed

Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA (US) 4 Taxes
Accountant/Bookkeeper/Tax Professionals 4 All
EA 4 Federal tax-related matters
AFSP 4 Federal tax-related matters
CRTP 4 Federal tax-related matters
CPA/PFS 2 Taxes
ORTP 4 Federal tax-related matters
ChFC 2 Taxes
DE LPA 4 Taxes
Maryland Tax Preparer 4 Federal tax-related matters
LTC 4 Federal tax-related matters
RICP 2 Taxes
CLU 4 Taxes
FSCP 2 Taxes
WMCP 2 All
IA LPA 4 Taxes
CASL 2 Taxes
ME LPA 4 Taxes
ChSNC 2 Taxes

Sessions

Dec 19th, 2023

Speakers:
Speaker Name
Jane Ryder

Owner
Ryder Professional Group, Inc.

  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating

Investors, partners, and shareholders are crucial players in the dynamic landscape of business entities, each facing distinct tax considerations when entering or exiting ventures. 

Understanding the implications of these financial moves is paramount for optimizing tax positions and ensuring fiscal responsibility. This CE Tax session will delve into the intricacies of tax treatment for partners and shareholders engaged in the formation, entry, or exit of entities mid-year. The course provides a comprehensive examination of the unique challenges and considerations inherent in partnerships as opposed to S corporations. Emphasis will be placed on fostering a nuanced understanding of the tax implications surrounding these business entities, equipping participants with the knowledge to make informed decisions in line with their financial objectives.

Throughout the session, an in-depth exploration of favorable elections and other tax provisions applicable to different entities will be a focal point. Participants will gain valuable insights into the strategic utilization of these elections, enabling them to optimize tax positions and minimize liabilities. 

Join this CPE Session to empower with practical tools and strategies for effective tax planning, ensuring a comprehensive grasp of the financial implications associated with entity formation, entry, and exit strategies.

Learning Objectives

  • To know how a partner's or shareholder's initial investment affects their basis in the entity.
  • To discuss tax elections unique to S corporations and partnerships and the benefits of each.
  • To develop planning strategies for partners and shareholders related to specific tax treatment.

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

2:00 PM - 2:30 PM EDT

Break

Speakers:
Speaker Name
Jane Ryder

Owner
Ryder Professional Group, Inc.

  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating

As we approach 2025, businesses and investors in the United States are confronting significant challenges tied to the potential expiration of key tax provisions, particularly related to tax extenders and Qualified Opportunity Zones (QOZ). 

This CE Tax session offers participants an opportunity to delve into the intricate details of the Tax Cuts and Jobs Act (TCJA). Unless extended, certain provisions of the TCJA are slated to sunset, promising substantial modifications to the tax environment for both individuals and businesses. A central focus of the session will be a meticulous examination of impending tax rate adjustments affecting individuals and businesses alike. 

The session will further explore potential revisions to Net Operating Losses (NOLs) and excess business losses, empowering participants with valuable insights into effective strategies for navigating these alterations. Addressing the potential loss of the Qualified Business Income (QBI) deduction under Section 199A, a provision integral for providing tax relief to businesses and individuals is another critical aspect of the course.  Attendees will also gain insights into the repercussions of changes to State Pass-Through Entity Tax (PTET) elections, recognizing the interconnected dynamics between federal and state tax considerations.

Discover the art of anticipating the impact of impending sunset provisions and strategically planning for potential changes. Join this CPE session that empowers you to navigate the evolving tax landscape with foresight and agility.

Learning Objectives

  • To know how sunsetting TCJA provisions may affect individual taxes.
  • To identify specific tax rates which may revert to pre-TCJA levels.
  • To develop planning strategies for businesses in light of the TCJA sunset.

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Session Speakers

Jane Ryder
Jane Ryder

Owner
Ryder Professional Group, Inc.

Dec 19th, 2023

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Reviews and Ratings

out of 5

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4 ratings

Excellent

Very Good

Average

Poor

MG

Michael Green, Owner
5 ratingratingratingratingrating

Jane is an excellent instructor!

LP

LUIS PINEDA, Owner
4 ratingratingratingratingrating

As suggestion: The Expositors, as important value, must bring to participants the answers to the all Pool questions. In others Exposures I taken from yours, I noticided this issue too. Thank you, LP

AP

Alan Popa, Owner
4 ratingratingratingratingrating

Good CPE!

ST

STEVEN TOLLETT, Tax and Consulting
3 ratingratingratingratingrating

Lot of audio problems that wasted valuable time. Otherwise, very good.

Frequently Asked Questions

Virtual conference with MYCPE ONE is enveloped around a theme or subject or driven towards a particular audience, and is designed to be more collaborative; with a tremendously interactive agenda, panel discussions, and gives an option to all participants being able to turn their web cameras on and participate more actively. Virtual conference offers multiple sessions over a longer time frame of more than 8 hours. Virtual conferences help build a community or initiate networking opportunities.

MYCPE ONE is seamlessly integrated with ZOOM for conducting continuing education events. Please ensure that you check the system requirements before the event starts. The system requirements are :

  • An internet connection – broadband wired or wireless (3G or 4G/LTE)
  • Speakers and a microphone (required in case of interactive sessions) – Built-in, USB plug-in, or wireless Bluetooth
  • A webcam or HD webcam - built-in, USB plug-in (required in case of interactive sessions)
  • CLICK HERE to view the System Requirements for Zoom.

There is an official break scheduled for this workshop/events. Other than the scheduled break, the in-session breaks shall be available at discretion of the speaker.

The MYCPE ONE virtual events are designed to impart education around a specific theme or subject from a basic to an advanced level, which is why we do not recommend you to leave the event in between. However, if you had to leave the event because of some unforeseen circumstances, you would be granted the credits for the sessions that you attended completely and wherein you answered all the polling questions.

The recording of the event can be made available to you, on request. You can reach out to us at support@my-cpe.com or can also let us know through live chat support if you need a recording for this event. However, the recording shall not be available for Continuing Education Credits.


During every conference the chat panel shall always be open. You can mention the issue faced by you in the chat panel and our moderator will take it up for resolution shortly. You can also reach out to our support team in the live chat support or at support@my-cpe.com