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Individual Issues Part 2 Update and Review Phoenix


7:45 am - 8:25 am


8:25 am - 10:05 am

Federal Update – New Legislation

An in-depth discussion of the new tax bills passed in late 2024 and any additional IRS guidance that will affect the 2024 income tax return, as well as tax planning ideas for your clients.

10:05 am - 10:20 am


10:20 am - 12:00 pm

Federal Forms Update

A complete review of the IRS form changes for 2024 tax returns, with a line-by-line explanation and analysis of the more difficult areas.

12:00 pm - 1:00 pm


1:00 pm - 2:40 pm

Federal Forms Update – Continued

A closer look at charitable contributions for those taxpayers who can itemize deductions.

In addition, we will review the rules of Form 8962, Premium Tax Credit, which must be filed if a taxpayer received an advanced premium tax credit through the Marketplace during the year

2:40 pm - 2:55 pm


2:55 pm - 3:45 pm

Federal Forms Update – Continued

A detailed explanation of taking a tax credit for the repayment of an amount included in income from earlier years. Plus, a review of the underpayment exceptions on Form 2210 using the safe harbor method and the annualization method.

3:45 pm - 4:35 pm


This session will explore key Circular 230 concepts and provide practical takeaways that face all tax professionals.

  • Date : 11/13/2024
  • Time : 8:25 am - 4:35 pm (America/Phoenix)
  • Reg. Deadline : 11/13/2024 8:00 am
  • Venue : Double Tree by Hilton Phoenix

Venue Info

10220 N. Metro Parkway East 85051

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Jim Hockenberry, EA