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

Learning Objectives:  By taking this course, students will explore topics including: Beneficial Ownership & Community Property, Lemon Law Settlements, Mandatory Roth 401(k) Contributions under the Secure 2.0 Act, FBAR Hurricane Filing Relief, BOI Filing Eligibility, Coverdell Beneficiary Age Limit, Margin Interest Carryover, Missing W-2 Issues, 1099-SA HSA Distribution Concerns, Foreign Tax Credit, Section 1031 Exchanges for ADUs, Passive vs. Active Income, Home Equity Interest Tracing, Trade-In vs. Sale, and more.CPE Hours: Federal Tax Law = 1 CPE Credit / Total = 1 CPE CreditAccreditation: CTEC, IRS, Enrolled Agents, NASBA-QAS CPAsField of Study: Federal Tax Law Publication Date: 11/1/2024Instructional Delivery Method: Group Internet-BasedLevel: IntermediatePrerequisites: None  Advanced Preparation: No Advanced Preparation RequiredSpeaker: Lee Reams, Sr., BSME, EA Webinar Material: A copy of the PDF is available for download under the Additional References tab.Refund Policy: Your