2024 Tax & Financial Planning Tune-Up:
Stay Ahead of the Changes
Live In-Person | Jewish Community Center of Greater New Haven
Friday, June 14, 2024 | 9am – 11am Eastern
Registration & Breakfast at 8:30am
FREE 2 Hours CE / CPE for EAs and CPAs
The coming year looks to be extremely interesting for tax and financial professionals, along with their clients. The IRS is funded and gearing up to enforce, and many provisions of the Tax Cuts and Jobs Act look set to go away. Meanwhile, the Corporate Transparency Act and its filing requirements appear to be in limbo.
In this free two-hour program, we’ll provide updates on the key changes happening in 2024 and equip you with essential knowledge to better assist your clients (and yourself):
Topics covered:
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An update on IRS Enforcement initiatives and priorities
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A tax and estate planning update and what has changed with the sunsetting of the tax provisions of the Tax Cuts and Jobs Act
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The best estate and financial planning moves in light of the shifting tax landscape
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The tax impact and rules around asset protection planning and leveraging charitable giving
Earn (2) CPE for CPA’s and (2) CE’s for EA’s while gaining invaluable insights into the upcoming changes and strategies to navigate them effectively.
REGISTRATION CLOSED
Meet the Speakers
Program brought to you by
CE / CPE Information
Learning Objectives:
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An update on IRS Enforcement initiatives and priorities
-
A tax and estate planning update and what has changed with the sunsetting of the tax provisions of the Tax Cuts and Jobs Act
-
The best estate and financial planning moves in light of the shifting tax landscape
-
The tax impact and rules around asset protection planning and leveraging charitable giving
Prerequisites: None
Advanced Preparation: None
Program Level: Beginner
Delivery Method: In-Person
Field of Study: Taxes
CPE: 2 hours
IRS CE: 2 hours
Green & Sklarz, LLC is the sponsoring organization for Tax Rep LLC’s CPE programming. Green & Sklarz, LLC is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org. Green & Sklarz, LLC’s NASBA sponsor number is 132892.
Program Number: 15UFN-T-00360-24-I
Title: 2024 Tax & Financial Planning Tune-Up: Stay Ahead of the Changes
Cancellation Policy: If you find you cannot make the program after registering, please contact our office by email (team@taxrepllc.com) and let us know you will be unable to make the program.
Concerns or Complaints: If you have suggestions or concerns about anything in the program or the materials, please direct them to team@taxrepllc.com.
CPE Credits & Field of Study: Recommended 2 CPE Credit Hour in the Field of Taxes. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour