2024 Federal Individual Tax Update
Available Until
Self-study
4.00 Credits
Member Price $129.00
Non-Member Price $159.00
Overview
Being a tax practitioner over the last few years has been tough! Several pieces of new tax legislation have changed the landscape of retirement planning and created many new green energy credits. And what about new provisions in the code? Through discussion and easy to follow examples, we will address these questions and many other new and late-breaking provisions in the 2024 version of Keeping Up with the Tax Code!
Highlights
- Recent Clarifications on Virtual Currency
- Required Minimum Distributions
- Online Accounts & IP PINS
- Green Energy Credits
- Compliance
Prerequisites
Previous tax preparation experience for individuals and small businesses
Designed For
Experienced tax professionals and financial advisors
Objectives
- Recognize changes to required minimum distributions as a result of recent tax legislation
- Recall the IRS definition of virtual currency and identify recent changes
- Identify recent updates to tax credits, deductions, and income items
Preparation
None
Notice
This is a self-study/on demand course offered by a 3rd party vendor. Course access information will be emailed directly to you by Peters Professional Education (PPE). The course expires one year from the purchase date.
Leader(s):
Leader Bios
David Peters, Peters Professional Education LLC
DAVID R. PETERS, CPA, CFP, MST, CPCU, CLU
David Peters is the Founder and Owner of Peters Professional Education and Peters Tax Preparation & Consulting, PC. He is also a financial advisor for Peters Financial, LLC. David has over twenty years of experience in financial services, including 3 years in the hedge fund industry and 14 years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years.
In addition to running his own professional education website, David is a National Instructor for the AICPA, Surgent, Kaplan, and Don Farmer Tax Seminars. He was a recipient of Surgent's Outstanding Discussion Leader award in 2019 and 2022, as well as the AICPA's Outstanding Facilitator Award in 2021 and 2023. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. David holds four masters degrees, and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA's Interim Report, SCACPA's CPA Report, and VSCPA's Disclosures. David was also a co-author of the 2018, 2019, and 2020 Virginia CPA Ethics courses - a required course for all CPA's licensed in the Commonwealth of Virginia.
- Website: www.petersprofessionaleducation.com
- YouTube: www.youtube.com/@DavidPetersFinancial
- LinkedIn Company: https://www.linkedin.com/company/95657499/admin/analytics/updates/
- LinkedIn Personal: https://www.linkedin.com/in/david-peters-financial/
- Facebook: https://www.facebook.com/davidpetersfinancial
- Twitter/X: https://x.com/DavidPFinancial
Non-Member Price $159.00
Member Price $129.00