CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Conference

2023 Federal Tax Update – Individual

6 Credits: Taxes
Event Date: October 23, 2023 7:30 am

$798.00

Availability: 102 in stock

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2023 Federal Tax Update – Individual

Format
Conference
Course Level
CPE Credits

6 Credits: Taxes
Event Date: October 23, 2023 7:30 am

Course Description

Combining the real-life experience of a practicing CPA with essential down-to-earth tax materials in a high-tech format, this powerful presentation will enable participants to grasp recent individual tax changes. You’ll receive the most complete and up-to-date reference manual, written by renowned tax experts.  The digital PDF manual is hyperlinked to the Internal Revenue Code, tax court decisions, and other primary authorities, making it an extremely convenient resource. Join us as our world-class tax instructors share cutting-edge tax planning strategies in a high energy, often humorous presentation style using real-life experiences, which make complicated tax topics easily understandable. Specific course topics will be announced and updated through year-end.

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Learning Objectives

Upon successful completion of this course, participants will accomplish:

  • Increased understanding of individual and business federal tax reform developments;
  • Tax savings strategies for individuals;
  • Enhanced knowledge of the different types of individual and business retirement plans, assessing contribution limits, elective deferral limitations, and prohibited transactions;
  • The ability to compare and contrast qualified Roth contribution plans, SEPs, SIMPLE IRAs, and 401(k) plans;
  • Identify top estate planning strategies; and
  • Increased understanding of current IRS administration and compliance issues.
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Course Specifics

Course ID
23CHiltonHead-LE23C323491
Prerequisites

None

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-02369-23-I
IRS Federal Tax Update Credits: 6
CFP Provider Number: 3199
CFP Course Number: 319429
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1933
CTEC Federal Tax Update Credits: 6

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.

Meet The Experts

Alice Orzechowski Headshot

Alice Orzechowski, CPA, CMA, EA, was born and raised in Washington, DC. She holds BS degrees in Economics and Accounting from the University of Maryland, and an MS in Administration and Management from Hood College. She is licensed as a Certified Public Accountant, Certified Management Accountant, and Enrolled Agent. Alice has provided advice on tax-related matters in The Washington Post, The Frederick News Post, in various AARP publications, and on Wall Street Journal Radio, CNN, and Today’s Woman Television and is a national speaker on tax topics. Alice earned the CPA accreditation in 1976, and over the course of her …

Alice Orzechowski, CPA CMA EA Read More »

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