Ethics Part 1
Circular 230 has been updated and we will discuss Disclosure in general and § 7216 that may be confusing. What ethical actions are required under this code section as well as Best Practices under § 10.33 of Circular 230.
Ethics Part 2
IRS and Treasury has issued proposed changes to Circular 230. [REG-116610-20] Join us to review the changes to the § 10.0 – 10.9. This includes changes made to continuing education, representation and practice before IRS as well as keeping your license current.
Quarterly Tax Update 2025: Part 1
Covers key legislative developments, IRS guidance, and court rulings through June 2025. With the first half of tax season behind us, this session brings you up to speed on what’s next—including highlights from the proposed “One Big, Beautiful Bill,” which aims to permanently extend key tax cuts, exempt tips and overtime from income, and simplify […]
Casualty and Theft #4 – Business Case Studies
Losses for individual case study from the disaster to the tax return. Prepare the form 4684 and issues of FMV will be addressed. We will put it all together in our individual case study for business taxes.
Casualty and Theft #5 – Odds and Ends
Let’s fill in the blanks with issues association with Casualty and Theft Losses. We will discuss FAQ and the questions you have posed in previous webinars. In addition, we will touch on issued not previously covered due to time limitations.
Form 1099-MISC and 1099-NEC for 2025
Covers the latest updates for Form 1099-MISC and 1099-NEC, specific reporting requirements for various types of payments and payees, filing requirements, withholding requirements, and reporting guidelines. It will cover important changes to the filing due dates and the new safe harbor requirements for de minimus dollar amount errors. It will also cover penalty provisions and […]
Casualty and Theft #1 – Introduction for Individual Losses
Let’s start with the basics and make you aware of some of the issues when facing a disaster at the individual level. We will cover TCJA limitations, as well as pre-2018 law as we move forward after 2025. Issues of Fair Market Value, Form 4684 and FEMA information. This is a get start class and […]
Casualty and Theft #2 – Introduction for Business Losses
Let’s start with the basics and make you aware of some of the issues when facing a disaster at the business level. Many differences. We will look at pre-2018 and well as TCJA issues. Issues of Fair Market Value, Form 4684 and FEMA information. This is a get start class and will expand into other […]
Casualty and Theft #3 – Individual Case Studies
Losses for individual case study from the disaster to the tax return. Prepare the form 4684 and issues of FMV will be addressed. We will put it all together in our individual case study for individual taxes.