May 2024 Tax Update and Planning Strategies MicroCast - 1 Hour CPE

Learning Objectives: By taking this course the student will learn about home equity tracing, military spouse retirement plan eligibility credit, new social security overpayment recovery rate, misrepresentation of health spending plans, DOJ and unlawful tax return preparers, compromised SSNs, foreign primary residence and sec 121 exclusion, author’s schedule c qualify for the QBI deduction, taxation of a Canadian RRSP or RRIF, age-contingent trust distributions, can investment interest be capitalized, 5-year sec 529 option, solar energy credit carryover, s corporation with no income, clinical trials as a business, beneficiary IRA split, and sec 529 distributions and education credits.  CPE Hours: Federal Taxation = 1 CPE Credit / Total = 1 CPE Credit Accreditation: CTEC, IRS, Enrolled Agents, NASBA-QAS CPAs Field of Study: Federal Taxation Publication Date: 5/1/2024 Instructional Delivery Method: Group Internet-BasedLevel: Intermediate Prerequisites: None Advanced Preparation: No Advanc