2024 Federal Tax Update featuring Greg White & George Koutelieris – Portland
8.0 Credits
Member Price $320.00
Non-Member Price $395.00
Overview
If last year was action packed, this year promises to be even more so. Join experts Greg White and George Koutelieris as they provide a fast-paced update on the most recent changes affecting individuals and businesses that you will need to navigate through the coming tax year.
IRS CE: Pending Approval
Highlights
- Important new case from the Supreme Court on foreign bank account penalties.
- Common circumstances that result in S corporation terminations (including how to fix mistakes).
- A new case from the Tax Court on an S corporation that triggered large gains from constructive distributions.
- Crucial legislative developments like the SECURE Act 2.0, including newly available Roth contributions to SEP-IRAs and SIMPLE IRAs. We will also cover changes to required minimum distributions.
- New administrative releases including revenue rulings, revenue procedures and notices.
Designed For
Tax professionals, whether in public practice or industry.
Objectives
- Identify important new cases.
- Apply IRS releases to your practice.
- Learn the provisions of new legislation (including the SECURE 2.0 Act).
- Help clients avoid S corporation disqualification.
Leader(s):
Leader Bios
George Koutelieris, Cutting Edge Tax Strategies LLC
George J. Koutelieris, CPA, MS-Tax, is a shareholder in the firm Johnson & Shute P.S. and a Member of Cutting Edge Tax Strategies, LLC. He is also an Adjunct Professor at Golden Gate University teaching various tax courses.
George's practice includes planning and consulting on complex transactions including formations, liquidations, mergers and acquisitions, purchase and sales, multi-state and international tax for closely held businesses and their owners, with a concentration on the real estate industry.
George is a member of the American Institute of Certified Public Accountants and the Washington Society of Certified Public Accountants, where he is a former chair of the WSCPA's Taxation Committee. George is also an active speaker on various tax topics, having presented in the past for all the State Societies on the west coast.
(3/19/21)
Gregory White, Cutting Edge Tax Strategies LLC
Greg White, CPA-WA, has practiced tax accounting for more than 35 years. He is founder, shareholder, and President of CPA firm WGN, P.S. in Seattle, Washington, which serves a successful entrepreneurial client base. He also owns and operates State of the Art Tax, LLC, a tax education company. Greg is in his tenth year as an adjunct professor at the Golden Gate University's Seattle Campus where he teaches capital assets, tax accounting, and individual taxation. Greg is licensed to practice in and has argued cases before the U.S. Tax Court. He has been named "Top 50" IRS Practitioner by CPA Magazine.
Greg has extensively presented tax CPE, predominantly on the west coast, over the last decade and has written and presented live courses and webinars for CCH and others nationally. He has presented tax topics in the Pacific Northwest on TV including spots on KOMO TV, King TV, and Northwest Cable News. He is frequently in contact with Treasury, IRS, and other top government officials in Washington, D.C. as to late breaking guidance from the government and has been involved in making recommendations to them to help practically shape federal tax legislation and administrative guidance.
(11/2/20)
Non-Member Price $395.00
Member Price $320.00