2024 Federal Tax Update & Review Course

Register
Member Price:
$499
Non-Member Price:
$599
Your Course Price:
CE Credits
14
Advanced Preparation
None
Course Level
Intermediate
Prerequisite
Knowledge of Federal Tax Law
Course Instructor
Paul La Monaca CPA, MST
Date
Dec 16 - Dec 17, 2024
Time
08:00am - 05:00pm
IRS CE
14
NASBA CPE
14
CTEC Credits
14
Course image default
Schedule

Day 1 December 16, 2024****

  • Registration: 7:30 AM
  • Session Begins: 8:00 AM
  • Lunch 12:00 to 1:00 PM
  • Session Ends: 4:45 PM

Day 2 - December 17, 2024****

  • Session Begins: 10:00 AM
  • Lunch 12:00 to 1:00 PM
  • Session Ends: 4:45 PM

The Annual Fall Update and Review Course covers the changes taking place that are needed for the preparation of 2024 Federal Income tax returns and beyond. The session will review any important new provisions and changes enacted by Congress during 2024, as well as IRS administrative actions. In addition, it will cover the provisions that took effect in 2023 as a result of the Inflation Reduction Act of 2022 and will specifically address the home energy provisions under §25C and §25D reportable on IRS Form 5695.

  • In addition, the course will address the IRS rulings on §30D, and §25E for new and used clean electric vehicles and the limitations based on modified AGI.
  • The course will also address all the provisions which are annually indexed to inflation and subject to phase-out-based on the taxpayer’s AGI and modified AGI, and filing status.
  • The course will address IRS Notices, Revenue Procedures, Revenue Rulings and Regulations applicable to the small firm’s practice.
  • The course will also address the current reporting requirements for issues surrounding the changes made for reporting on Form 1099-K, as well as the new issues concerning broker reporting of
  • cryptocurrencies.
  • The course will review any applicable Tax Court rulings that impact individual and small business taxpayers.
  • Draft 2024 forms will be reviewed.

At the conclusion of the course, the participant will have obtained a better working knowledge of any new Legislation and specific provisions enacted in the IRA of 2022 for energy savings for homeowners and purchases of new and previously owned electric vehicles. In addition, participants will have reviewed the most important 2024 draft IRS forms and will be ready to tackle the 2025 filing season.

Course State
FL

Administration: Grand Event

Grand Event Refunds
  • Refunds or transfers to future education are allowed up to 7 days prior to the beginning of the course.
  • A $25 administrative fee will be charged for all course changes.
  • There are no partial refunds or discounts if a portion of the course is missed.
  • Once the Course Materials PDF is emailed, refunds are no longer available for that course.
Grand Event Registration
  • Registrations must be received no later than 7 days prior to the beginning of the course.
  • Registrations received after this date will be subject to a $35 late fee.
Grand Event Cancellation Policy
  • A $25 administration fee will be charged for all course changes.
Grand Event Changes
  • An administrative charge of $25 will be assessed when any requested course changes are made.
  • Live courses may not be retaken without additional payment.
Grand Event Cancellation
  • NSTP reserves the right to cancel any program or course for circumstances that are not under direct control of NSTP. If a course or program is cancelled, participants will be refunded 100% of their registration fee.
Grand Event Walk-In
  • We do not accept walk-in attendees. Payment must be received in advance of the class.
Grand Event Disclaimer
  • Grand Event materials and Grand Event presentations are intended to stimulate thought and discussion and to provide attendees useful ideas and guidance in the areas of federal taxation and administration. These materials as well as the comments of the instructors do not constitute and should not be treated as tax advice regarding the use of any tax procedure, tax planning technique, device or suggestion, or any of the tax consequences associated with them.
  • Although the NSTP has made every effort to ensure the accuracy of the materials and the seminar presentation, neither the author, the presenter nor the National Society of Tax Professionals assumes any responsibility for any individual’s reliance on the written or oral information presented during the presentation. Each attendee should verify independently all statements made in the materials, and during the seminar presentation, before applying them to a particular fact pattern and should determine independently the tax and other consequences of using any device, technique, or suggestion before recommending the same to a client or implementing the same on behalf of a client, or on the attendee’s own behalf.
  • Grand Event materials & presentations are fully protected under copyright law. Any attempt to copy for resale, distribution, or use other than personal use for tax preparation will be fully prosecuted of the law.
Grand Event Attendance Policy
  • Only paid registrants can attend seminars. In consideration of your fellow attendees, guests will need to depart before the session begins.
More Information

For more information regarding refund, cancellation, and complaint policies, please contact our offices at 1(800) 367-8130.

Executive & Charter Members

Executive & Charter Members Refunds

Executive/Charter Members will be charged a $150.00 administration fee if they fail to cancel a course registration and fail to appear for the seminar.

Contact Info

  •   8513 NE Hazel Dell Ave Suite 204
            Vancouver, WA 98665
  •   1 (800) 367-8130
  •   (360) 695-8309
  •   (360) 695-7115
  •   taxes@nstp.org

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