This session provides a comprehensive overview of U.S. federal tax rules for capital gains and losses, covering asset classification, calculation and reporting of gains and losses, special tax provisions, and practical tax planning strategies for individuals and businesses. Enrolled Agent Approved

This session provides a comprehensive overview of digital assets, including cryptocurrencies and non-fungible tokens (NFTs), their underlying blockchain technology, and the evolving landscape of financial applications. It explains how digital assets are classified and taxed under current IRS rules, highlights key reporting requirements, and discusses recent legislative updates such as the GENIUS Act and CLARITY...

This session provides a comprehensive update on recent legislative, regulatory, and case law developments affecting South Carolina tax and estate planning. The presentation covers new revenue rulings, procedures, and notices issued for 2025, including interest rates, safe harbor provisions for trusts with digital assets, and transitional relief for tip and overtime reporting. It also reviews...

This session provides a comprehensive quarterly update on federal tax changes affecting individual taxpayers, focusing on recent legislative developments, new deductions, and clarifications to existing tax provisions. Attendees will gain insights into permanent and temporary changes to tax brackets, deductions, credits, and exclusions, including updates on the OBBBA, tip and overtime deductions, opportunity zones, Trump...

This session provides a comprehensive quarterly update on recent federal tax law changes affecting businesses, with a focus on the One Big Beautiful Bill Act (OBBBA) signed in July 2025. The presentation covers new and expiring tax provisions, including depreciation, energy credits, partnership regulations, reporting thresholds, and other significant updates relevant to business tax planning...