CPE Catalog & Events

The American Families Plan Estate of Michael Jackson v. Commissioner PPP loan forgiveness Section 1244 losses

IRS Letter 6419 Excess business losses refresher Schedules K-2 and K-3

The American Families Plan Paycheck Protection Program Estate of Michael Jackson v. Commissioner Outlook for the economy and markets (as of 5/13/21) Secure Act 2.0 pending legislation (as of 5/13/21)

Overview of Medicare in 2024 179D deduction  New IRS guidance regarding the stock buyback tax

Revised threshold amount for filing Form 1099-K 2022 legislative agenda 2023 HSA contribution limits Busy season issues

Crummey Trusts CTA legal challenges Ban on non-compete agreements New overtime rules

COBRA continuation coverage Coronavirus-related distributions (CRDs) Using Form 8915-E Changes brought about by the Consolidated Appropriations Act of 2021

Guidelines for HSAs and long-term care Transfer and direct pay of energy credits Overview of the Dirty Dozen

Inflation Adjusted U.S. Savings Bonds (I Bonds) Virtual Currency Transactions for 2021 Making a Late Section 754 Election Changes Affecting Tax Year 2021 Tax Returns Interest Rates and Lapse Assumptions

The American Families Plan Tax Compliance Agenda (as of 5/27/21) IRS Notice 2021-31 Pitfalls to avoid when moving IRA assets for beneficiaries New Form 14457 and accompanying Instructions Options to resolve taxpayer noncompliance related to foreign income or assets Updated Voluntary Disclosure Program (UVDP)

Discussion of Medicare issues IRS Free File Program extension Overview of Gage v. Commissioner and Bright v. Commissioner

Secure Act proposed regulations New RMD rules Outlook for the economy and markets

Student loan repayment & forgiveness updates Current U.S. economic outlook discussion Corporate Transparency Act

IRS news releases and Fact Sheets as of June 2, 2022 Key tax law changes affecting the 2022 filing season and Tax Year 2021 tax returns Charitable contributions Congressional Budget Office projections, 2022 to 2023

A detailed discussion of the Biden Administration’s Fiscal Year 2022 Revenue Proposals as of 6/3/21, including: The American Jobs Plan The American Families Plan Reforming the taxation of capital income Improving tax compliance

Potential tax developments, IRS proposed regulations, and major rulings as of June 9, 2022 Social Security: Pre-COVID trends, claiming spousal benefits R&E capitalization under Section 174

SALT relief Tax basis capital reporting Remote workforce issues Update on the Section 121 Exclusion Takeaways from Coca-Cola v. Commissioner

Global economic outlook: inflation, interest rates, and more Defining employees versus independent contractors Inheritance planning and the Great Wealth Transfer

The IRS "Dirty Dozen" list for 2022, which includes potentially abusive arrangements that taxpayers should avoid Potential tax developments and legislation, IRS proposed regulations, and major rulings as of June 16, 2022 Hybrid/asset-based long-term care insurance solutions

IRS Publication 590-B – 10-Year Rule What the IRS does when it receives a tax return Update on Form 7200 (as of 6/17/21) Discussion of the updated draft of Form 941 (as of 6/17/21) Notice 2020-75