Materials Provided​

After signing up and paying for the seminar, you will receive an email with the seminar's Zoom link as well as a link to a private webpage that will contain the course materials.   

• Zoom link to the seminar emailed to you immediately after signing up and paying.

• Seminar slides in pdf format.  30 minutes before the start of the seminar, a link will be added to the webpage to download your copy. You will receive a link to that private webpage immediately upon signing up and paying for the course.

• Link to re-watch the seminar for 30 days, provided 48 hours after the seminar ends.  NO CPE can be earned by re-watching the video.  You must attend live to receive CPE credit.

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Major Topics

• Federal tax issues related to Individuals (Form 1040)

• Tax affects to individuals who own flow-thru entities; S-Corporations and Partnerships

• Latest IRS tax numbers & developments

• Inflation Reduction Act & Secure Act 2.0

• Tax planning for sunsetting TCJA tax laws

• WISP (Written Information Security Plan)

• Short-term rentals & self-employment taxes

• Backdoor roth conversions under the pro-rata rules

• Qualified opportunity zone update

• Green tax credits and deductions for individuals

  • Energy efficient home improvement credit

  • Residential clean energy credit

  • Solar tax credit deeper dive

  • Alternative fuel vehicle refueling property credit

  • Clean vehicle tax credits

  • Used & new clean vehicle tax credits

  • IRS provisions on new and used clean, EV and PHEV vehicle tax credits

• Partnership tax issues for individuals

  • Schedule K-1 matters

  • Guaranteed payment considerations

  • Non-passive vs. Passive reminders

  • Passive activity benefits

  • Self-employment tax issues

  • 2 court cases on IRS reclassifications

  • Reconciliation of schedule K-1 to form 1040

  • When are losses properly allowed

  • Basis and at-risk basics

  • Cases to watch

• S-corporation tax issues for individuals

  • Schedule K-1 analysis and hot spots

  • Shareholder at-risk basis

  • Reconciliation of schedule K-1 to form 1040

  • Form 7203 overview

• Sole proprietor tax matters (schedule c filers)

  • Tax deductions not to miss

  • Business vehicle deductions

  • Depreciation inflation updates

  • Mileage rate deduction vs. Actual vehicles expenses

  • Employee status determination

  • Form 1099-K reminders

• Qualified business income deduction update

• Major IRS related individual announcements

 

Learning Objectives

• Learn what tax laws have changed with these topics

• Learn to better understand recent tax law changes of these topics and how they may apply to you or your clients circumstances

• Learn more about these topics to better serve your clients with expanded and up-to-date information

• Learn of the effective dates of law changes

• Learn what is projected as future hot areas of potential IRS audits

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Prerequisites

Participants should be familiar with Federal tax issues for various entities

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Advanced Preparation

None

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Technology Requirement

Access and ability to watch a live Zoom broadcast.

Zoom has a free version. To set up your Zoom account, CLICK HERE.  To be re-directed to the Zoom website for more information, CLICK HERE

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IRS Enrolled Agents

The CE seminars are registered with the IRS, and will qualify as CE for Enrolled Agents. This CE program sponsor IRS provider number is YWTHG under the Organization name of JJ the CPA, PLLC. You must timely submit your attendance form with PTIN. CLICK HERE for further IRS information for Enrolled Agents CPE.

 

When will I get my CPE certificate of completion?​

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Within 3 business days of you providing the required words to help@jjthecpacpe.com.  This is a live format, and requires your attendance during the time designated. CLICK HERE for more information.

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What if You Don't Need CPE

You do NOT need to be a CPA, EA or tax professional to attend this seminar.  It is open to the public.  If you don't need to earn CPE, then the below does not apply to you.

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AICPA CPE* Requirements

This CPE program sponsor has prepared and will present this course in accordance with The Statement of Standards for Continuing Professional Education (CPE) Programs jointly issued by the American Institute of Certified Public Accountants (AICPA) and the National Association of State Boards of Accountancy (NASBA).  This CPE provider is NOT registered with NASBA at this time.  CLICK HERE for a copy of these Standards.

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NASBA Disclosure

This CPE program sponsor is NOT registered with the National Associate of State Boards of Accountancy (NASBA) at this time.  CPE program sponsors are not required to be registered with NASBA to provide qualifying CPE.  CPE credit can qualify as such for CPAs provided that the AICPA and NASBA standards (aforementioned) are followed.  CLICK HERE for a list of all 50 states with a link to its CPE requirements to review your state CPE requirements.

 

Your State CPE* Requirements

State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  CLICK HERE for a list of all 50 states with a link to each states CPE requirements for CPAs.  Review your states CPA CPE requirements.  Some states require you provide the CPE program sponsors "state" ID.  This CPE Program sponsor does not have any specific state IDs at this time.  This CPE program sponsor has no separate state ID number for Illinois, New York, New Jersey, Ohio, Texas or Pennsylvania.

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ATTENTION: Are You Licensed CPAs in Illinois, New York, New Jersey, Ohio, Texas,  Pennsylvania?

NO SEPARATE STATE SPONSOR ID FOR THESE STATES IS AVAILABLE AT THIS TIME WITH THIS  CPE PROGRAM SPONSOR

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Can Attorneys, Insurance Agents or CFPs Obtain CLE/CE Credit?

No.  None of these courses provide CLE for attorneys, CE for Insurance Professionals or CE for Certified Financial Planners