This program provides an update to the latest tax developments, rules and regulations impacting business taxpayers, with a review and integration of the numerous 2021/22 legislation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Learning Objectives
After attending this presentation, you will be able to...
- Implement practical strategies based on a thorough understanding of the complex rules for retirement distributions
- Implement practical strategies in determining a partner’s tax basis for a partnership interest
- Identify the use of Form 1065, Schedule K-1 information for basis determination.
Major Topics
The major topics that will be covered in this course include:
- Required minimum distributions for a deceased’s heirs
- 2025 retirement plan contribution limits
- Required minimum distributions and contributions to charity
- Key provisions of Secure Act 2.0