Webinar
Tax Trends: Individual tax update
Share
2024 year-end tax planning series
In this engaging session, tax specialists will provide practical tips to help guide you through the complexities of year-end tax planning. We dive into recent tax law changes, essential updates on tax credits and deductions, and opportunities for individuals’ estates and trusts post-election. We also will cover the upcoming Tax Cuts and Jobs Act expirations and the potential impact on individual taxpayers.
Speakers
Duncan Campbell, Michael Lum and Kasey Pittman
Learning objectives
- Understand upcoming TCJA expirations and its potential impact on individual taxpayers, trusts and estates
- Identify opportunities for individuals’ estates and trusts post-election results
Who should attend
Business owners, CFOs, tax directors, vice presidents of tax, tax professionals and other financial executives
There are no prerequisites for this event, and advance preparation is not required. There is no cost to attend this event.
Level: Update
CPE credit: One (1) hour total credit
Field of study: Taxes
For more information regarding administrative policies such as complaint and refund policies, please contact Heather Eggers at +1 (608) 240 2522.
Baker Tilly US, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: learningmarket.org
View the series
Check out the other sessions in our engaging Tax Trends: year-end tax planning webinar series
Tax Trends: International tax and transfer pricing update
2024 year-end tax planning series Our international tax update covers select key legislative, regulatory, judicial and other developments that present both opportunities and challenges for taxpayers amidst increasing complexity across the global tax landscape. Additionally, our tax specialists will provide an overview of the latest updates in transfer pricing regulations. Moderator Ian Halligan Speakers Matt Damone, Nikki Grams and Jim Lawson Learning objectives Gain an understanding of latest developments in the international space Overview of notable, recent court decisions Become familiar with the latest in transfer pricing regulations Who should attend Business owners, CFOs, tax directors, vice presidents of tax, tax professionals and other financial executives
Tax Trends: State and local tax update
2024 year-end tax planning series In the state and local tax update, SALT specialists will discuss important considerations for year-end planning and provide an overview of recent state tax legislative updates to guide taxpayers as they navigate recent state tax changes for year-end planning purposes and beyond. Speakers Shannon Bonner, Shelly Long and Kristina Stibrich Learning objectives Review recent state tax legislative updates and important considerations for year-end planning purposes Who should attend Business owners, CFOs, tax directors, vice presidents of tax, tax professionals and other financial executives
Tax Trends: Federal business tax update – Part one
2024 year-end tax planning series Part one of our annual federal business tax update features tax specialists who will discuss recent, notable cases impacting tax law, trends in transactional tax and mergers & acquisitions (M&A), changes in research and development (R&D) credits and the Inflation Reduction Act. Moderator Michael Wronsky Speakers Jiyoon Choi, Brian Corrigan, Diana Walker and Ben Willis Learning objectives Review of notable cases impacting tax law, including Meyer, Borgman & Johnson, Inc. v. Commissioner Understand trends in transactional tax and M&A Updates in R&D, including the proposed changes to Form 6765 Meyer, Borgman & Johnson, Inc. v. Commissioner, and the status of section 174 – applicability to companies and guidance IRA year-end update, including the transition from section 48/45 credits to 48E/45Y in 2025, recently released guidance, and expected future guidance and post-election potential impacts on the IRA Who should attend Business owners, CFOs, tax directors, vice presidents of tax, tax professionals and other financial executives
Tax Trends: Federal business tax update – Part two
2024 year-end tax planning series Part two of our annual federal business tax update focuses on developments that affect business entities including corporations, S corporations and partnerships. Our specialists will address the 2025 fiscal cliff, potential tax reform, expiring TCJA provisions, and a legislative and regulatory outlook post-election. Moderator Michael Wronsky Speakers James Creech, Chase Inda, Kasey Pittman, Nicole Szczepanek and Colin Walsh Learning objectives Address the 2025 fiscal cliff, potential tax reform and expiring provisions Legislative and regulatory outlook post-election Trends from the IRS Who should attend Business owners, CFOs, tax directors, vice presidents of tax, tax professionals and other financial executives
The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Tax information, if any, contained in this communication was not intended or written to be used by any person for the purpose of avoiding penalties, nor should such information be construed as an opinion upon which any person may rely. The intended recipients of this communication and any attachments are not subject to any limitation on the disclosure of the tax treatment or tax structure of any transaction or matter that is the subject of this communication and any attachments.
