02 Oct 2020  • 

Fall Topical Tax Update


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02 Oct 2020
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In addition, let us provide you with an overview of IRS rulings and pronouncements IRS has made some procedural changes; we have expiring provisions .. Read more to make you aware of and other updates that will impact the 2021 filing season. The changes made to retirement programs will impact tax planning significantly. Retirement Planning: Highlights from the CARES and SECURE Acts: An in-depth discussion of the key elements of these two acts that effect retirement planning. This class will help you prepare for those year-end tax planning conversations concerning retirement. Changes in the law could impact your client in different ways, the key is knowledge of what has changed. Ethics and the Tax Client: What is a frivolous tax return. Finally, as we get older the issue of selling your practice or part of the practice is an issue we face.

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