Session C (Webinar)

Description

Attention! If you place an order after November 13th, 2023, there is a high likelihood that you will not receive the book until late December since we have run out of stock. We are currently in communication with the publisher to obtain the book in PDF format, and as soon as we receive it, we will email it to you.

Update 11/22/2023: Unfortunately, we are currently out of stock for the physical copies we can ship. However, if you register now, you can receive a PDF copy of the book on November 28th. We will ship the physical book to you as soon as it becomes available, which we expect to be in the second week of December.

• The Zoom links for the webinar are provided upon registration and will also be sent via email 24 hours and 1 hour before the start of the webinar.
• Polling questions are the participant’s responsibility.
• Please update your Zoom software before joining the webinars. Click here to update.  Also, check the speakers on your device and ensure they are working prior to the webinar. You can also test your speakers using http://zoom.us/test. Don’t worry about your webcam or microphone. Only Chris Bird will appear on camera and speak.

In 2023 we will offer two live sessions and one webinar session.

This year’s tax workbook topics will include a wide range of relevant topics, including:

• A Trust and Estates chapter covering planning strategies using the annual gift tax exclusion. In addition, the chapter covers how to make discounted gifts of interest in an FLP, and how to avoid common IRS challenges to those discounted gifts.
• A Penalties and Defenses chapter important for the coming IRS audit and collection activities. This chapter covers what defenses can be asserted and available administrative and statutory penalty relief.
• A form 4797 chapter. An old friend of mine, Vince Kloeckner, a well-respected IRS appeals officer, taught me that if a tax professional understands from 4797, they know a lot about tax law.
• An Individual Tax Issues chapter, dealing with  the new regulations concerning the Premium Tax Credit, the new Clean Vehicle Credits, and new Home Energy Credits. The majority of the new credits impact 2023 and going forward.
• A New and Expiring Legislation chapter, which always provides the question of whether we will have any new and important last minute legislation from Congress and the current administration.