AICPA's Annual Federal Tax Update - Iowa Society of CPAs

Overview

Covering easy-to-miss tax matters from the past year
The velocity of legal and regulatory tax change can make it difficult to keep up. In this course, you are brought up to date on the latest legislative, judicial, and IRS developments affecting businesses, individuals, estates, and trusts, including regulatory updates related to H.R. 1, commonly referred to as OBBBA. Matters that specifically affect tax practitioners (such as changes in the tax regulatory environment) are also covered.

Topics include:

Inflation adjustments

U.S. Tax Court cases settled in the past year

Law changes from the past year

Recently issued regulatory and sub-regulatory guidance

Focusing on implementation and compliance

Materials inform you of the latest legal and regulatory tax matters affecting virtually all taxpayer profiles, helping you effectively complete tax planning and compliance engagements. Course materials point out tax planning opportunities and provide practice tips to help you serve clients with confidence.

Highlights

Inflation adjustments

IRS administrative issues, compliance, and new forms

Court cases settled in the last year that provide tax return guidance

IRS rulings, procedures, and notices for the last year

New, updated, and expiring tax deductions and credits

Legislative and regulatory updates affecting tax practitioners

Tax matters affecting individuals, C corporations, partnerships, S corporations, estates, and trusts

Prerequisites

Basic knowledge of federal income taxation

Designed For

Public accounting senior associates, managers, and partners

Tax professionals in company finance or tax departments

Objectives

Identify inflation adjustments that primarily affect businesses.
Identify inflation adjustments that primarily affect individuals.
Recognize the impact of recent changes in the tax regulatory environment.
Identify changes affecting general business taxation.
Recognize changes that affect pass-through entity taxation.
Identify changes affecting individual taxation.

Notice

This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by AICPA.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

William Harden

Leader Bios

William Harden

Bill is an Associate Professor in the Bryan School of Business and Economics at the University of North Carolina at Greensboro where he teaches tax courses on flow-through entities, individual and corporate tax, tax research, IRS practices, and ethics. Bill has over twenty years of experience in taxation. He began his public accounting career in 1990 in the Dallas office of one of the Big Six accounting firms. In addition to his university teaching, Bill consults on tax and financial planning issues and maintains a sole practice in North Carolina, focusing on taxation and financial consulting for small businesses and individuals. Bill has testified before the House Ways and Means Oversight Sub-Committee on Internet taxation issues. He was the recipient of a Lybrand Certificate of Merit in 2002. Bill has been involved in CPE instruction for over a decade. He received NCACPA outstanding instructor awards in 2009, 2010, 2011, and 2013. Bill has authored over 30 publications in tax accounting and financial planning journals, including the Journal of Financial Service Professionals, Strategic Finance, National Tax Journal, Journal of Business Finance and Accounting, Tax Notes, Tax Advisor, and Journal of the American Society of CLU and ChFC. Mr. Harden is currently a member of the American Accounting Association, the American Taxation Association, the National Tax Association, and the North Carolina Association of CPAs.

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