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2023 Tax Toolbox

Sep 18, 2023 by: Ryan Reichert, EA and Larwence Pon, CPA Brass Tax Presentations

Cryptocurrency and Brokerage Statements - Oh My!
 No matter your tax specialty, we all have some clients who invested in cryptocurrency (for better or for worse). In this course, we'll walk you through reporting cryptocurrency in the real world and how to handle common issues that you will see in your practice. While we're on the topic of capital assets, we will also cover a wide variety of issues regarding brokerage statements to provide you with a sense of certainty when handling a complex 1099-DIV,   1099-INT, or 1099-B. 

Energy Credits - Packing a Powerful Punch
 Energy credits have experienced a massive overhaul in the last few years, leaving preparers feeling uneasy when advising their clients. In this seminar, we will restore your confidence in these credits by looking at:                                

New rules and regulations for electric vehicle credits
The energy-efficient home improvement credit
"Solar credit" for rental properties
A refresher on solar credits for a primary residence
Desktop reference charts to keep all of the rules straight

Tax Implications of Family Drama
 Family drama and nontraditional households lead to countless problems when preparing a tax return. Something as basic as determining what filing status to use can stump even the most seasoned tax professional. In this seminar, we will address:                                                                                                       

Advanced tax strategies for unmarried parents
Registered Domestic Partners
Community property income splitting
Tips and tricks for dependents
And so much more...

Tax Stuff You Thought You Knew
 There are always a few details of new and old tax laws that some preparers miss hearing about. We won't waste time going through all the details you already know. We'll skip right to the thing that you might be getting wrong. There will be a whole new batch of issues to discuss this year.

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