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The Best Individual Income Tax Update (IN-PERSON ATTENDANCE)

Wednesday, November 9 8:00am - 3:30pm

(Check-In 7:30am)

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Sioux Falls Convention Center

1201 Northwest Ave
Sioux Falls, SD 57104

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8.00 Credits

Member Price $285.00

Price will increase by $35 on 10/20

Non-Member Price $385.00

Price will increase by $35 on 10/20

Highlights

  • A new supplement discussing major provisions of The Build Back Better Act, as well as key provisions of the Infrastructure Investment and Jobs Act 
  • The CARES Act and FFCRA, including expanded leave programs and offsetting employer credits
  • ARPA and Consolidated Appropriations Act of 2021 provisions related to PPP Forgiveness loans, RRF grants, FFCRA credits, and year-end tax extenders
  • Expanded child tax credit, child and dependent care credit, and earned income tax credit provisions under ARPA
  • Economic Impact Payments and the Recovery Rebate Credit
  • Donor Advised Funds
  • Detailed review of Loss Limitation Rules
  • Employee vs. Independent Contractor classification considerations
  • A comprehensive overview of Cryptocurrency, including important tax considerations
  • 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
  • The latest issues related to any other late-breaking tax law changes

Prerequisites

Experience in individual tax planning

Designed For

CPAs and other business professionals

Objectives

To understand the latest tax law changes and strategies and techniques to use in light of tax changes affecting individuals and businesses.

Notice

  • This seminar has been approved for 8 hours of IRS CE credit for Enrolled Agents (EA) and Registered Tax Return Preparers (RTRP) with PTIN numbers. Please complete and return the request form PRIOR to the seminar if you are an EA or RTRP and would like to received IRS CE credit.
  • You may also attend this course via live webcast. Register for webcast attendance HERE.
  • This course qualifies for 8 hours of Certified Financial Planner (CFP) CPE Credit.
  • This course is co-sponsored and administered by the South Dakota Society of CPAs.

Leader(s):

Leader Bios

Steve Wagner

Steven B. Wagner is a principal at Forehling Anderson in Minneapolis, Minnesota and practices in the tax department assisting clients with a variety of matters. He also serves as an expert witness in taxation litigation proceedings. He has been an instructor for taxation courses for associations and state CPA societies and consistently receives high evaluations for his technical expertise and his practical application of tax law to real world situations. He was named a “Super CPA” by Minnesota Law and Politics and Twin Cities Business Monthly. He has also been a repeat speaker on advanced tax topics for the Minnesota and South Dakota annual tax conferences. Wagner was previously a partner in charge of the tax practice of a local CPA firm where he practiced in the area of taxation since 1988. He has extensive accounting, tax, and business experience in the servicing of various size companies, as well as individuals. His core industry focus has included growth businesses, professional service organization, retail, manufacturing, real estate development investments, and financial institutions.

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Non-Member Price $385.00

Member Price $285.00