Seismic changes in tax legislation are taking place, and the well-informed tax practitioner will want to attend this webinar to stay abreast of these developments. This program will cover new court decisions, recent IRS publications, and the latest tax legislation impacting business entities. The remaining time will be spent on IRS procedures and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner.

Program Content:
Part I: Secure Act 2.0 – Employer Provisions

• Starter § 401(k) plans for small employers


• Requiring automatic 401(k) enrollment


• Improving worker access to emergency savings


• Increasing part-time workers’ access to retirement accounts


• Statute of Limitations on excise taxes imposed on overcontributions to retirement plans


• Multiple employer §403(b) plans


• Automatic portability provisions


• Other changes in the administration of company retirement plans

• IRS Administration


• Statute of Limitations


• Penalties


• Anti-Injunction Act


• Reporting

• List the newest tax developments and changes to the Internal Revenue Code


• Recognize effective and efficient techniques for implementing new standards


• Summarize recent court cases and Treasury publications affecting individuals and business entities


• Outline recent changes to IRS procedure


• List recently issued tax court opinions and their implications to taxpayers


• Evaluate upcoming tax legislation and how it might affect clients