Stay up to date on the latest federal tax developments and emerging issues affecting tax practitioners. This webinar examines recent IRS guidance, legislation, and court decisions, with a focus on practical implications for compliance, tax planning, professional responsibility, and client advisory services. Gain insight into significant developments you need to know as you navigate the evolving federal tax landscape.
DESIGNED FOR
CPAs and tax practitioners
BENEFITS
- Identify issues that could impact your clients and recognize opportunities or potential pitfalls before they become problems.
- Apply recent developments to your practice with a better understanding of how new rules, rulings and guidance may affect tax planning and compliance.
- Enhance your client conversations and advisory value by being prepared to address emerging tax issues and professional responsibilities.
HIGHLIGHTS
- IRS penalty relief and abatement opportunities, including the Automatic Penalty Relief program and First Time Abatement.
- Recent tax cases and rulings, including developments involving charitable contributions, refund claims, transferee liability and post-decision interest.
- New legislation and IRS guidance, including Trump Accounts, the qualified tip deduction and the new 2% floor for certain trust and estate deductions.
- Emerging trust, estate and charitable giving issues, including listed transactions involving CRATs and SPIAs and the evolving rules for charitable deductions.
- Generative AI and Circular 230, including professional responsibility, confidentiality, due diligence, written advice, billing and data security considerations.