Webinar: 2024 1040 Individual Tax Conference Part C & Ethics by Professional Tax Institutes, Inc.

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About This Webinar

The passage of the Tax Cuts and Jobs Act of 2017 (TCJA) brought widespread changes to the tax code, impacting tax provisions for individuals, businesses, and estates. Some of the TCJA changes are permanent, while others are set to expire after December 31, 2025. This chapter will identify key expiring provisions, the impact of the potential expiration, and possible planning opportunities arising from the sunsetting provisions of the TCJA. The presentation makes the presumption Congress will not extend or alter the provisions and how practitioners can plan accordingly for their clients.

Ethics. As a consequence of working with confidential and highly sensitive information, tax practitioners are responsible for conducting themselves and their practices in an ethical manner. Circular 230 lays the foundation of the governing rules for those practicing before the IRS including ethical standards for tax practitioners. However, practitioners may find themselves in situations where an issue may not be as cut and dry as the scenarios and examples included in Circular 230. Often, a degree of judgement and consideration is involved in assessing such situations and navigating a path forward in how best to proceed. This discussion will follow an experienced practitioner through a typical day and examines several ethical situations.

IRS Provider #0FY01 & NASBA Sponsor ID #103026

Agenda

TCJA Permanent Provisions
TCJA Expiring Provisions
Tax planning should TCJA not be extended
Ethics, A day in the life of a Practitioner

Presenters

Randall R Carlson, Clay Center, KS

President, Enrolled Agent

As president of Professional Tax Institutes, Inc., Randy has been in public practice for 40 years. He is a graduate of Kansas State University. He is also enrolled to practice before the IRS and holds all four ACAT credentials. Randy is a managing director at Sink, Gordon & Associates, LLP in Manhattan, KS, as well as the office manager of the firm’s branch in Clay Center, KS.

Ronald D Powell, Ocean Isle Beach, NC

Enrolled Agent, Webinar Host

Ron is a graduate of East Carolina University, BA and a graduate of Webster University, MA summa cum laude. He has more than 24 years of experience in accounting and tax preparation. He is enrolled to practice before the IRS and has been presenting continuing education programs for over 15 years.

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