Webinar: 2023 1040 Individual Tax Conference Part D by Professional Tax Institutes, Inc.

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About This Webinar

The Corporate Transparency Act which subjects certain companies operating in and from the United States to additional reporting requirements to the Financial Crimes Enforcement Network (FinCEN). The goal is to curtail money laundering and terrorism financing through new companies. Partnerships are governed by the statutes of the state in which they are organized and by the partnership's operating agreement, which has an impact on the tax return. Have you read the partnership agreement? SECURE Act significantly changed the distribution rules related to inherited employer plans and IRAs for many beneficiaries. Last year Secure Act 2.0 made further changes. We will take a deeper look at the law’s impact. Extended RMD age, 529 plan rollovers to ROTH accounts, new rules for Inherited IRAs, and backdoor ROTH conversions. Knowing how to help taxpayers in specific niche markets is one way for a small tax office to provide valuable expertise to independent contractors.
IRS Provider #0FY01 & NASBA Sponsor ID #103026.

Agenda

Individual Retirement Plans
Independent Contractors
Partnership Operations

Presenters

Paul Bumgarner, Charlotte, NC

Shareholder, Enrolled Agent

Paul is a sole practitioner in Charlotte, NC. After opening his practice in 1974, he became an enrolled agent in 1977. Paul attended the University of North Carolina at Charlotte and is a graduate of Central Piedmont Community College with a degree in accounting. He has served as a seminar speaker for various accounting organizations for more than 35 years, 20 of which as a farm and small business tax instructor for NC State University.

Fran Coet, Fairhope, AL

CPA

After successful tax and accounting career owning Coet 2 CPAs and as a partner with the successor firm, ATLAS Advisors & CPAs, a regional CPA firm, Fran Coet left the Front Range area of Colorado and relocated to the Eastern Shore of Mobile Bay in Alabama. Since April of 2021, she is growing her boutique tax planning and preparation firm, A Dollar Here, A Dollar There, PC. Fran is licensed as a CPA in Colorado & Alabama.

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