2024 & Any New 2025 Individual & Business Federal Tax Updates
San Diego - East County Chapter In-Person Meeting

Date/Time:

Tuesday, November 5, 2024
5:30 PM to 8:00 PM PST

Location:

Pacific Southwest Association of Realtors El Cajon
1150 Broadway
El Cajon, CA 92021

Topic: 

This course covers current 2024 Federal tax and any other tax law changes for individuals and business. We’ll review the new energy credits, SECURE Act 2.0, plus the challenges of basis compliance for our partner and S corp shareholder Form 1040 clients, Form 7203 and K-2 & K-3, and the looming Corporate Transparency Act. Also, tax planning for some of the new laws and possible pending legislation. And analysis of the winners and losers related to the new laws and consideration of new tax savings opportunities.1) Review 2024 Federal tax law for individuals and businesses.2) Learn recent federal tax changes which will impact individuals and businesses for 2024 and beyond.3) Develop tax planning options and client correspondence for new tax laws.4) Understand challenges facing 2024 tax returns and IRS regs or published material impacting 2024 & 2025.

Presenter(s):

Jane Ryder, EA, CPA
Jane Ryder, EA, CPA has been providing tax preparation, accounting services, and tax collection resolution services since 1980. She runs her San Diego CPA firm and writes and speaks on many income tax, business compliance, and accounting topics. Jane has a business-centric practice, preparing and consulting on tax, accounting, and compliance matters for Corporations, S-corporations, LLCs, Partnerships, and Trusts. She also specializes in IRS and state agencies' collection problems, payment plans, audit representation, audit appeals, offers in compromise, and other compliance-related issues. She earned a BS in Business Administration (Accounting) from SDSU and is currently licensed with the California State Board of Accountancy and admitted to practice before the Internal Revenue Service as an Enrolled Agent.

CPE Information:

2 Federal Update hour(s) (Topics covering new tax law)

IRS: 18QC1-U-02041-24-I
CTEC: 1000-CE-5502

Knowledge Level: Overview (General knowledge of the subject)

Cost:

Cost if registered by October 31, 2024 at midnight
Registration Fee (Member): $50
Registration Fee (Non-Member): $80

Cost if registered after October 31, 2024 at midnight
Registration Fee (Member): $60
Registration Fee (Non-Member): $90

Cancellation and Refund Policy
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.