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With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a one-day update course focusing on individual and business income tax issues with an emphasis of newly enacted income tax legislation. This comprehensive class will not only review the current Federal individual and business income tax laws but will also update tax return preparers of new tax forms, changes to existing tax forms, as well as tax planning opportunities and pitfalls. This is a “must-attend” course for all tax practitioners who want to be up to speed quickly and have a successful Federal individual and business income tax filing season.

This session is a comprehensive review of the Federal individual and business income tax provisions and tax forms/schedules that will affect the 2024 tax returns and 2025 tax projections with an emphasis on newly enacted income tax legislation, court cases, and IRS guidance.  Each participant will receive a comprehensive individual income tax reference manual that includes numerous practice aids, real world examples, new Federal income tax forms and schedules, and Quick Reference Chart.

Learning Objectives:

  • Understand strategies and tactics to use in light of new legislation
  • Understand the most current guidance on retirement planning
  • Understand how to nail down valuable deductions and other reductions to the tax base
Major topics included in this IRS Tax Webinar: : 
  • Comprehensive coverage of the Inflation Reduction Act, including:
    • The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements
  • Comprehensive coverage of the SECURE 2.0 Act, including
    • Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance
  • Timely coverage of breaking tax legislation
  • Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax
  • The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule
  • Real Estate professional requirements
  • Review of pertinent cases and rulings affecting taxpayers
  • Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more
  • Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas

Session Highlights: 

  • Discuss the most recent individual and business income tax legislation passed to date
  • Review the individual and business income tax provisions of the Tax Cuts & Jobs Act (TCJA), including but not limited to the 20% qualified business income (QBI) deduction; changes to the individual income tax rates, kiddie tax computation, AMT, personal Exemptions, itemized deductions, child tax credit, and income exclusions;  lower corporate income tax rates and AMT repeal, changes to NOLs, business loss limitations, interest deduction, accounting method changes, fringe benefits and entertainment expenses
  • Walkthrough significant tax changes to corporations, partnerships, and/or individuals
  • Final regulations under §36B.
  • Understand Coverdell ESA income phase-out limits for 2022-2024.
  • Proposed Worker Classification Rules Under the FLSA by DOL
  • Identify American Opportunity Credit income phase-out ranges for 2025.
  • Review any other income tax changes and discuss other important IRS audit areas

Who Will Benefit?

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

About the Speaker:

Warren M Bergstein is one of the country's most admired and best-reviewed Tax Speakers, and we offer the classes at a much-discounted price. His courses have been best-reviewed by audiences for: 

  • Quality of Content
  • Relevance and Practical Case Studies
  • Best Teaching Approach
  • Best Course Material

Credits and Other information :

  • IRS CPE Credits: 4.0
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • IRS Course ID: DFFSC
  • Attendance Requirement: Yes
  • Case Studies and Live Q&A session with speaker

1. How can I register for this webinar/course?

Enroll now on Pioneer Educator. Explore a variety of webinars presented by industry experts. Choose either ‘live webinar’ or ‘on-demand’, and simply click ‘buy now’ to register

2. Is it possible to register someone else for this course? If so, how can I do that?

You can recommend Pioneer Educator to your friends and colleagues. Expand your professional network by getting them enrolled at pioneereducator.com today!

3. What is web download and transcript or On demand session?

 The web download grants access to the webinar recording, enabling you to receive a link to download and save it on your computer for convenient viewing, multiple times.

 The transcript offers comprehensive written material from the webinar, ensuring you have detailed documentation of the content presented.

 On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.

4. Is there an opportunity to ask questions to the speaker during the session?

Each webinar wraps up with a Q&A session, giving you the opportunity to interact with industry experts and receive answers to all your queries.

5. We provide the following CE credits to the professionals on the approved courses.

  • IRS
  • HRCI
  • SHRM

6. When are the continuing education credits reported to the IRS, HRCI, SHRM and other regulatory bodies ?

Your educational credits will be reported to the appropriate licensing and regulatory bodies within 5-7 business days

7. What should I do if I can’t log my account?

The credentials to log into your account is your EMAIL ADDRESS & PASSWORD used during account creation.

  • If you’ve forgotten your password, please go to the login page and click on the ‘Forgot Password.’ Then enter your registered email id to receive the password reset email. Click on the link given in the email to enter your new password.
  • If the face any challenge, please reach out to us via email support@pioneereducator.com or contact our support team through live chat support.

8. How can I view /access the courses that I have registered for?

Upon registering for any of our webinars or products, you will receive webinar instructions 24 hours before the conference over the your registered mail id with us also check SPAM/JUNK folder. If you’ve not received the instructions, Please reach us at support@pioneereducator.com

9. How can I cancel my registration?

For registration cancellations, please reach out to us via email at support@pioneereducator.com. If you cancel your registration for a paid webinar, expect the refunded amount to be credited back to your payment method within 7 business days.

10. How can I download the learning materials/Handouts available for the webinars/Seminar?

Conference materials will be accessible 4 hours before the webinar begins. You can download them directly from the webinar page or by logging into your account

11. What are the system requirements to attend a live webinar?

Our seamlessly integrated with ZOOM and Gotowebinar for delivering continuing education webinars. The system requirements are :

  • An internet connection – broadband wired or wireless
  • Speakers and a microphone – built-in, USB plug-in, or wireless Bluetooth

12. I took a webinar, where is my certificate?

Your certificate will be sent to you via email within 3 working days after the webinar ends. Alternatively, you can log in to your account at www.pioneereducator.com to retrieve it. If you haven't received the email within this timeframe, please check your spam/junk folder. If you still can't find it, don't hesitate to contact us via email at support@pioneereducator.com or connect with us through the online chatroom.



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