Meeting/Event Information

CE: 2 hours IRS Federal Tax Law Update CE credits

VNKSH-U-00280-25-O

This course qualifies for up to 2 hours of IRS Federal Tax Law Update CE for Enrolled Agents and OTRPs and is offered as a Live Online Webinar.  To receive full IRS CE credits, you must be logged in for at least 100 minutes of the presentation not including announcements and answer at least three polling questions during each CE hour of the event. Registration is required to attend the event.

Course Description

Tax season always brings new challenges, and this upcoming season will be no exception. Join us for this fast-paced, must-attend updates and overview where you will receive the latest information and guidance that has transpired over the last 12 months affecting your practice encompassing your individual clients. This course is intended for every practitioner, no matter what experience level.

Bonus: Investigate the expiration of the Sunset of TCJA as it applies to Individual Tax provisions

Learning Objectives

• Summarize any late breaking updates, tax related legislation, and or guidance.
• Analysis of Virtual Currency issues, updates and recognize reporting obligations.
• Explore and update for Form 1099-K and related FAQs.
• Overview of Individual Energy Credits to amplify benefits.
• Explore Clean Vehicle Credits and planning associated with these credits.
• Digest RMDs for Traditional and Roth Accounts.
• Survey sections of Secure 2.0 that become effective in 2025.
• Assess Cybersecurity and Security Plans.
• Discuss increased interest rates and importance of estimates.
• Examine Substantial Authority.

Presenters

Allan J. Reynolds, EA
Allan has immense experience in various areas of taxation, which encompasses over 30 years. His practice centers on individual, business, and estate tax preparation. In addition, Allan specializes in IRS audits, appeals, collections and other tax representations. He speaks for multiple organizations and brings his everyday “in the trenches” experience to assist attendees with real issues affecting tax professionals. A.J. started his tax career with a national CPA firm in San Diego, CA after proudly serving five years in the U.S. Navy.

Registration is required to attend.