Webinar: 2024 1040 Individual Tax Conference Part A by Professional Tax Institutes, Inc.

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About This Webinar

2024 has been a busy year for the IRS in publishing final regulations, announcements of treatment of credits, and further tax guidance. Included are Home Energy Rebate Programs, digital asset transactions, setting PTIN fees going forward, clarifications to explain which expenses are considered medical deductions and which are not, and finalized rules on retirement plan distributions during federally declared disasters. We will also cover the Information Returns Intake System (IRIS), Taxpayer Advocate Service, and new Tax Pro Account features. Congress created the Tax Court to provide a judicial forum in which taxpayers could dispute tax deficiencies. Tax Court decisions are binding only on that particular case, however, reviewing the cases can explain the IRS’s arguments, the taxpayer’s arguments, and the Tax Court’s reasoning.

IRS Provider #0FY01 & NASBA Sponsor ID #103026

Agenda

New Developments (energy credits, digital asset reporting)
Individual Taxpayer Issues
IRS Update (IRIS, ITIN, Tax Pro Account)
Rulings and Court Cases

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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