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2024 Federal Tax Update and Review Course - Dallas

Your Course Price: $399.00
CPE Credits
8
Date
Wednesday, December 11, 2024
Course Time
08:00am - 04:30pm
Advanced Preparation
None
Course Level
Intermediate
Prerequisite
Knowledge of Federal Tax Law
IRS CPE
8
NASBA CPE
8
CTEC CPE
8
Instructor
Rodney Boswell EA, MBA
Schedule: Wednesday, December 11, 2024
Registration 07:30am - 08:00am
Morning Session 08:00am - 12:00pm
Lunch (Provided) 12:00pm - 01:00pm
Afternoon Session 01:00pm - 04:30pm
Session Concludes 04:30pm
Course Description

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.
Learning Objectives

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.

Venue Location

Norris Centers Dallas - NorthPointe Center
12005 Ford Rd.
Dallas, TX 75234
(210) 738-0040 

 

 

FAQ

To receive the member price, first log into your member account. Your member discount will then be automatically applied. We can also take your registration by phone.

This varies by location and seminars. Please check your specific course schedule for more details.

Yes. Each attendee will need to make their own travel and hotel reservations.

Your registration confirmation will be emailed to you when your payment is processed. During our busy season, this can take up to 2-3 business days after we receive your registration.

Check your SPAM folder for the email. To prevent SPAM filters from blocking our emails please add taxes@nstp.org to your address book or safe senders list. For more information, click How to Whitelist an Email Address or Email Whitelist Instructions.

Yes. If you have a PTIN on file with us, we will submit your hours. To insure we have your correct info, please provide your PTIN when you register for a course. Please notify us if you have recently submitted a name change request to the IRS.

Your certificate will be emailed to you within 10 business days of the completion of the course.

Administration: Federal Tax Update and Review Course
Federal Tax Update and Review Course 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.
Federal Tax Update and Review Course 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.
Federal Tax Update and Review Course Cancellation Policy
  • A $25 administration fee will be charged for all course changes.
Federal Tax Update and Review Course 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.
Federal Tax Update and Review Course 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.
Federal Tax Update and Review Course Walk-In
  • We do not accept walk-in attendees. Payment must be received in advance of the class.
Federal Tax Update and Review Course Disclaimer
  • Federal Tax Update and Review Course materials and Federal Tax Update and Review Course 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.
  • Federal Tax Update and Review Course 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.
Federal Tax Update and Review Course 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 Federal Tax Update and Review Course Refunds Executive & Charter Members Federal Tax Update and Review Course 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.