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Federal Tax Update - Individual - VIRTUAL

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8.00 Credits

Member Price $330

Non-Member Price $380

Overview

Many firms wish to attend an annual update that covers all the changes that affect individuals in the current year, as well as a detailed analysis of how the new tax laws will affect your individual tax clients. Kept up to date through the day before the class, in 2024 this class will include the latest modifications from Congress as well as other relevant IRS Notices, announcements, ruling and court cases for individuals. In-depth extended coverage of the most common 1040 problem issues will provide attendees with practical, hands-on tools for the upcoming season.

Prerequisites

None

Designed For

CPAs working in accounting and audting

Objectives

Upon completion of this course you will be able to inform clients of the latest modifications from Congress, as well as other relevant IRS Notices, announcements, rulings, and court cases for individuals. Participants will be able to explain changes affecting expiring federal tax provisions, income & deduction issues, IRAs, retirement distributions & penalties, passive activities, and unusual items such as passive activities. The course will cover the most common 1040 issues and will provide attendees with practical, hands-on tools for the upcoming season.

 

Preparation

None

Leader(s):

Leader Bios

Mark Mirsky, Partner, ROI Business Services, LLC

Mark Mirsky, CPA, MST, CGMA is a licensed CPA in Illinois with in-house corporate accounting experience and has worked in both large and small accounting firms. He has a Master’s in Taxation from University of Illinois, Urbana-Champaign. In 2004 Mark co-founded ROI Business Services, LLC, where he leads the Taxation and Management Advisory Services.
With a focus on partnerships, S corporations, C corporations and multi-state taxation, Mirsky also provides assistance for business startups, the acquisition and disposition of businesses, international taxation and real estate.
Mirsky works with businesses and organizations across the country, including manufacturing/distribution, technology, web-based and construction companies, as well as service firms and medical practices. He also does individual taxes and tax planning.
Mirsky’s background includes working in the international tax group at one of the largest accounting firms in the world and for two middle-market firms focusing on closely held businesses, serving as a firm-wide resource for partnership and multistate taxation.
He is a tax instructor teaching partnerships, S corps and individual taxation for the AICPA and was an instructor at the National Tax Education Program for the AICPA. Mark is also a member of the AICPA, ILCPAS, Chairman of the Board for the Bartlett Chamber of Commerce and assistant Varsity boys and girls soccer coach for Bartlett High School.

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Ron Roberson, Event Leader, TaxSpeaker

Ron Roberson, CPA is a well-known tax lecturer who has more than 20 years of experience teaching throughout the United States. Ron annually speaks to thousands of tax professionals about the latest business and personal tax law developments, using his sense of humor and friendly speaking style to keep people coming back year after year. In addition to authoring multiple tax articles and manuals, Ron also continues to work with his partner in a tax and accounting practice in Sonora, Cali. Ron includes real-life examples from his practice to make tax issues come alive and help complicated subject matter make more sense.

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Non-Member Price $380

Member Price $330