2025 Federal Tax Update featuring Greg White & George Koutelieris - Portland
8.0 Credits
Member Price $320.00
Non-Member Price $395.00
Overview
2025 Has Seen Important Tax Developments:
- New regulations covering:
- Required Roth treatment for 401(k) catch-up contributions.
- Administrative appeals to the IRS.
- Ethical rules of practice before the IRS.
- Tax Cuts and Jobs Act extension.
- Passive activities.
- Individual retirement accounts.
- Reductions in staffing at the IRS - What's the impact on taxpayer service?
Join experts George Koutelieris and Greg White as they provide a fast-paced, thorough, and easy-to-understand update on the recent Federal tax developments. You'll be able to confidently navigate the maze of 2025 tax developments.
IRS CE: Pending Approval
Highlights
Individuals:
- A new passive activity case.
- New regulations on required Roth treatment of 401(k) catch-up contributions for some taxpayers.
- New regulations on ethical requirements for tax professionals who practice before the IRS.
- Preparing for the extension of the Tax Cuts and Jobs Act.
- Cases "in the trenches"
- These are cases that affect everyday tax issues like estimated expenses and substantiation.
- These are cases that affect everyday tax issues like estimated expenses and substantiation.
Businesses:
- Self-employment tax for LLC members.
- Updates on business taxpayer audit rates.
- New developments in Beneficial Ownership Reporting (the Corporate Transparency Act).
- New regulations on filing administrative appeals after an IRS audit.
- New IRS guidance on the misclassification of an employee as an independent contractor.
Designed For
Tax professionals, whether in public practice or industry.
Objectives
- Identify important 2025 cases.
- Recognize opportunities to increase clients' participation in Roth accounts.
- Apply administrative releases, including IRS guidance on misclassification of employees as independent contractors.
- Identify developments in the self-employment tax of LLC members.
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