2023 Tax Toolbox

 No matter your tax specialty, we all have some clients who invested in cryptocurrency (for better or for worse). In this course, we'll walk you through reporting cryptocurrency in the real world and how to handle common issues that you will see in your practice. While we're on the topic of capital assets, we will also cover a wide variety of issues regarding brokerage statements to provide you with a sense of certainty when handling a complex 1099-DIV,   1099-INT, or 1099-B. 

 Energy credits have experienced a massive overhaul in the last few years,        leaving preparers feeling uneasy when advising their clients. In this seminar, we will restore your confidence in these credits by looking at:                                

• New rules and regulations for electric vehicle credits
• The energy-efficient home improvement credit
• "Solar credit" for rental properties
• A refresher on solar credits for a primary residence
• Desktop reference charts to keep all of the rules straight

 Family drama and nontraditional households lead to countless problems      when preparing a tax return. Something as basic as determining what filing status to use can stump even the most seasoned tax professional. In this      seminar, we will address:                                                                                                       

• Advanced tax strategies for unmarried parents
• Registered Domestic Partners
• Community property income splitting
• Tips and tricks for dependents
• And so much more...

 There are always a few details of new and old tax laws that some preparers miss hearing about. We won't waste time going through all the details you already know. We'll skip right to the thing that you might be getting wrong. There will be a whole new batch of issues to discuss this year.
  

CAUTION:  You may need to prepare some amended returns after this session!
 

 Our seminars are designed to meet the requirements for continuing education for EAs, CRTPs, and CPAs.   We have entered into an agreement with the Office of the Director of Practice, 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 Director of Practice as to the quality of the program or its contribution to the professional competence of the enrolled individual.  

IRS Course Numbers:

In-person:  

UD2VU-T-00149-23-I   //  (8 CE credits) 

Self-study:

UD2VU-T-00149-23-S  //  (8 CE credits) 

   This seminar has been designed to meet the requirements of the California Tax Education Council. This does not constitute endorsement by the CTEC as to the quality of the course or its contribution to the professional competence of the preparer.

CTEC Course Number:

1008-CE-1173 (8 credits)