West Central: Federal Tax Update

This session will review tax and financial changes preparers need to be aware of for the 2024 tax season. The session will take a practical look at law changes, IRS announcements, form changes, and other items that will affect tax return preparation.

Tentative topics include Final and Proposed Regulations for Inherited Retirement Plans; SECURE 2.0 provisions; digital currency update; expiration of TCJA; 1099-K; small business issues; retirement plan updates; State law updates; and Corporate Transparency Act updates.

What You Need to Know About Registration Changes & Earning CPE Credits            

Due to rising costs and hotel constraints/inflexibility as well as the lead time required for manual/material orders from our speakers, we will be instituting the following policies. Thank you for your understanding and cooperation. 

 In-Person Seminar Cancellation and Refund Policy

Cancellations received 10 or less days prior to an in-person seminar, are NOT eligible for a refund under any circumstance. Cancellations received between 11 and 14 days in advance of the seminar are subject to a cancellation fee of $75 fee per day ($150 for the 2-day 1040); the remainder of the registration fee will be refunded to the original form of payment. Cancellations received more than two weeks (14 days) prior to the seminar will be refunded in full to the original form of payment. 

 Transfer Policy

PLEASE READ:  We have had an influx of last-minute transfers from one program to another which has forced the organization to incur  unnecessary costs.  Because we incur hotel costs (meals, refreshment breaks, and set up) once counts are given, requests to transfer from an in-person seminar to a webinar of the same program, or to a  different location of the same program, or to a different course entirely, not received a minimum of 10 days in       advance of the seminar are subject to a transfer fee of $75 per day ($150 for the 2-day 1040). We thank you for   understanding that no exceptions can be made to this policy.  

No Shows            

If you fail to show up to a course, you are not eligible for a refund OR a transfer to another course. We are paying for you   whether you are in attendance or not. Please be advised that overnight voicemail messages and emails are considered no-shows and are ineligible for refunds.