Taxes

The employee retention credit, arguably the most stunning of all recent Congressional COVID relief is also among the most complex. Its interaction with PPP loans is a mystery to many. This session unlocks understanding of each. Discussion Leader: Bradley P. Burnett

Review of how popular fringe benefit programs have been affected by recent changes to income tax rules responding to COVID Pandemic. Short course will also suggest some options for providing owner/employees with “tax-free” benefits. Discussion Leaders: Karen Davis and E. Lynn Nichols

The COVID-19 Pandemic changed pre-retirees’ lives dramatically. Income decreases and job insecurity were coupled with fewer travel and leisure expenditures. Children from Kindergarten through college endured virtual learning, complicating the wage-earners’ lives. Disruptions in the form of deaths, disabilities, and divorces were multiplied by COVID. As the United States gets the upper hand on the pandemic, you will help your clients resume life as they knew it, or advance into another phase of living. Join Scott Wells, CFP(R), in exploring alternative retirement scenarios for your clients. Discussion Leader: J. Scott Wells

The IRS is attacking partnerships that make conservation easement donation to charities in many ways, such as labeling them as “listed transactions”, launching a compliance campaign, seeking a permanent injunction, including them in the “dirty dozen” list, and more. This presentation, by an attorney who is currently defending hundreds of easement disputes, explains the rules related to conservation easement donations, support by Congress for corresponding tax enticements, and 20 recent IRS enforcement actions, most of which are unknown by the public. Discussion Leader: Hale Sheppard

A comprehensive 2022 Income tax update, Eight subjects with eight experts.