December 5, 2023

Live Webcast

8 Total CPE Credits


Best Individual Income Tax Update (in collaboration with the FICPA)

Learning Objectives

<liUnderstand strategies and tactics to use in light of new legislation</font
</li<liUnderstand the most current guidance on retirement planning</font
</li<liUnderstand how to nail down valuable deductions and other reductions to the tax base</font </li</ul</ul

Major Topics

<liTimely coverage of breaking tax legislation</font
</li<liForeign Tax Credit considerations</font
</li<liSchedules K-2 and K-3 reporting requirements and transiional filing relief</font
</li<liForm 7203, S Corporation Shareholder Stock and Debt Basis Limitations</font
</li<liDonor Advised Funds</font
</li<liResidency and Domicile</font
</li<liSelling a principal residence, including tax planning strategies</font
</li<liA comprehensive overview of  virtual currency, including important tax considerations in light of increased IRS scrutiny</font
</li<liThe SECURE Act 2022 Proposed Regulations</font
</li<liReal Estate professional requirements</font
</li<liThe Independent Contractor vs. Employee Conundrum continues – Department of Labor Final Rule reinstated</font
</li<liState of the IRS – plans to reduce the backlog of returns due to COVID-19</font
</li<liReview of pertinent cases and rulings affecting taxpayers</font
</li<liPractice aids, including all the numbers applicable for the current year — inflation-adjusted amounts, mileage rates, retirement contributions, and more</font
</li<liAdvanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas</font </li</ul</ul

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Update

Professional Area of Focus

  • Tax
  • Taxation


Experience in individual tax planning

Intended Audience

All tax practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes affecting their individual clients


Maryland Association of CPAs

Register For This Event

  • MACPA Member

    $ 275 275
  • MACPA Non-Member

    $ 400 400
    Your Price

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