Highlights of 2011 Tax Law Changes - Individual and Business

$67.50

Target Audience:  CPAs, EAs, RTRPs 

CPE Hours: 1.5 credits for CPAs; 1 credit for EAs and RTRPs

Field of Study: Taxation (NASBA); Federal Tax (IRS)

Seminar Level: Beginner



 

IMPORTANT INFORMATION REGARDING CPE CREDIT: THE IRS RETURN PREPARER OFFICE ACCEPTS THIS SEMINAR FOR ONE (1) CONTINUING PROFESSIONAL EDUCATION (CPE) CREDIT FOR ENROLLED AGENTS (EA). IF YOU ARE NOT AN ENROLLED AGENT, PLEASE CONSULT WITH YOUR RESPECTIVE STATE LICENSING AGENCY REGARDING ACCEPTABILITY OF THIS CREDIT.

IRS COMMUNICATIONS AND LIAISON 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: WWW.LEARNINGMARKET.ORG.

DISCLAIMER: THIS SEMINAR WAS FILMED IN ORLANDO, FLORIDA, ON JULY 12, 2011, AND THE INFORMATION WAS CORRECT AT THE TIME OF RECORDING.

 

The Wage and Investment operating division delivered this seminar at the IRS Nationwide Tax Forum in Orlando, Florida, in July 2011.

In this special expanded session, IRS panelists will provide updates on the latest changes to tax laws and tax forms.  This seminar will include changes for individuals and businesses, including reporting requirements and penalties that may affect tax returns, and new tax law legislation and its implementation by the IRS.

 

By the end of this presentation you will:

  • Know how tax law changes affect Roth IRAs and designated Roth accounts
  • Learn you can treat a qualified charitable distribution made in January 2011 as a 2010 distribution
  • Find out about new Form 8949 that replaces Schedule D-1
  • Hear about the revised Form 1099-B and basis reporting requirements
  • Know the changes to Forms W-2 and W-3
  • Learn about expired provisions for individuals
  • Get information on the New Hire Retention Credit
  • Learn about changes to vehicle credits

No prerequisites or advanced preparation are required for this seminar.

Goldilocks and Retirement Plan Contibutions

$49.00

Target Audience:  CPAs, EAs, RTRPs 

Field of Study: Taxation (NASBA); Federal Tax (IRS)

Seminar Level: Beginner

 


 

IMPORTANT INFORMATION REGARDING CPE CREDIT: THE IRS RETURN PREPARER OFFICE ACCEPTS THIS SEMINAR FOR ONE (1) CONTINUING PROFESSIONAL EDUCATION (CPE) CREDIT FOR ENROLLED AGENTS (EA). IF YOU ARE NOT AN ENROLLED AGENT, PLEASE CONSULT WITH YOUR RESPECTIVE STATE LICENSING AGENCY REGARDING ACCEPTABILITY OF THIS CREDIT.

IRS COMMUNICATIONS AND LIAISON 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: WWW.LEARNINGMARKET.ORG.

DISCLAIMER: THIS SEMINAR WAS FILMED IN ORLANDO, FLORIDA, ON JULY 13, 2011, AND THE INFORMATION WAS CORRECT AT THE TIME OF RECORDING.

 

The Employee Plans office of the Tax Exempt and Government Entities division delivered this seminar at the IRS Nationwide Tax Forum in Orlando, Florida, in July 2011.

Learn how to avoid the "too much, too little, too early, too late" contribution and distribution excise taxes relating to retirement plans. This presentation will help you get it just right. It will also assist you in identifying a controlled group situation (combined businesses) and how to employ the related laws your clients need to know.

 

By the end of this presentation you will:

  • Know the maximum annual contributions to IRAs and employer plans, as well as the penalties for excess contributions
  • Understand minimum contribution requirements for money purchase pensions and defined benefit plans, as well as penalties for unpaid amounts
  • Learn how to calculate the amount of required minimum distributions (RMDs), as well as when you must begin taking RMDs
  • Find out the importance of determining if your business is part of a controlled group or an affiliated service group

No prerequisites or advanced preparation are required for this seminar.

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