Course Description:
Tax expert Doug Stives, CPA, MBA, guides you through the most critical tax updates, including adjustments to federal income tax brackets, long-term capital gains rates, and the expiration of TCJA provisions. Discover new retirement and estate planning strategies, learn how to maximize your deductions and credits, and gain practical advice on managing IRS audits and filing requirements. Whether you're a tax professional or an individual looking to stay ahead of upcoming changes, this course provides the tools you need to optimize your tax strategy and reduce liability.
What You’ll Learn:
- Recent Changes in Tax Law: Get up-to-date insights on the latest tax law adjustments that are already reshaping the landscape.
- What Else Might Change: Explore potential legislative shifts and their possible impacts on your tax planning.
- Midyear Planning Opportunities: Discover strategies to capitalize on current changes and optimize your tax position midyear.
- Trump Tax Proposals: Analyze the proposed tax policies from the Trump era and understand how they may influence future reforms.
- Changes at the IRS: Stay informed about evolving IRS guidelines, including new protocols and enforcement practices.
- Extensions, Refunds, and IRS Audits: Learn essential tips to navigate the complexities of tax extensions, refunds, and the audit process.
This course Counts for 2 Hours of Federal Tax Law for IRS Continuing Education.
About the Presenter:
Doug Stives is considered a worldwide leader in public and management accounting by AICPA &CIMA. He is a CPA, MBA, and recently retired professor of Accounting at Monmouth University and a professional speaker at many organizations and conferences. Doug was honored as Monmouth's Outstanding Business Professor of the Year in 2009, 2016, and 2024 and was awarded an Outstanding Educator award in 2021 by the New Jersey Society of CPAs. Frequent media exposure includes The Wall Street Journal and other national publications and television, including CNN, CNBC, PBS, NBC, Fox, CBS, ABC, and several cable networks. Doug was once dubbed as the "Most Tax Efficient Man in America" by the Wall Street Journal.