Individual Issues Part 1 Update and Review Onalaska


7:45 am - 8:25 am


8:25 am - 10:05 am

Recent Developments / Taxing Topics

We will review the provisions of new tax laws, court cases, IRS rulings, and other developments as we examine their impact on your individual clients.

Taxing Topics Includes various tax topics including a compilation of the most popular tax questions from our seminar participants. This session has become one of our more popular as we address common tax issues practitioners face during tax season.

10:05 am - 10:20 am


10:20 am - 11:10 am

Tax Treatment for Investments

Annuities, Stocks, Bonds, Mutual Funds, ETFs, Puts and Calls, Net Unrealized Appreciation (NUA), and Worthless securities. How they work and how they are reported for tax purposes.

11:10 am - 12:00 pm


This session will review how preparer penalties under Circular 230 have been applied for tax professionals who did not follow the rules, and how you can avoid those issues in your tax practice.

12:00 pm - 1:00 pm


1:00 pm - 2:40 pm

Tax Planning for Later Years in Life

Planning for those taxpayers who are approaching retirement involves a great deal of consideration. Distributions from retirement plans, individual retirement accounts, and income from Social Security benefits have tax consequences. Not only does this course define and explain various forms of retirement income, but it also discusses the tax effects.

2:40 pm - 2:55 pm


2:55 pm - 4:35 pm

Gift Tax and Estate Tax Issues

This course will enable practitioners to understand the critical issues of preparing the gift tax Form 709. This course covers the disclosure requirements and the information necessary to properly prepare the form. In addition, we will address the tax treatment of a gift with a life estate interest and the related tax consequences for the person creating the life estate as they may unknowingly exceed their annual gift tax exemption.

This course addresses the preparation of IRS Form 706, the U.S. Federal Estate Tax Return.

Most essential for your practice, you should be prepared to properly explain the deceased spouse unused exclusion (DSUE) portability rules and why you should document those conversations to avoid future problems when clients choose not to file a Form 706.

  • Date : 12/02/2024
  • Time : 8:25 am - 4:35 pm (America/Chicago)
  • Reg. Deadline : 12/02/2024 8:00 am
  • Venue : Stoney Creek Hotel Onalaska

Venue Info

3060 S. Kinney Coulee Rd. 54650

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Jim Hockenberry, EA