Intermediate Seminars
Income Tax Seminars
2024 Seminar Delivery Options
In-Person Seminars:
-
Louisville
October 28 & 29 -
Burlington
November 14 & 15 -
London
November 18 & 19 -
Owensboro
December 3 & 4 -
Paducah
December 5 & 6 -
Lexington
December 16 & 17
Online Seminars:
-
Zoom Webinar
November 7 & 8 -
Zoom Webinar
December 18 & 19
Seminar Content
A two-day, intermediate seminar that will provide comprehensive information and valuable updates that will prepare you to file 2024 returns. For 2024, you have the option of attending our in-person seminar or a webinar via Zoom. Topics to be covered include ethics, trusts and estates, individual tax issues, business taxes, LLCs, retirement, investments and savings, agricultural and natural resources, IRS issues, and new and expiring legislation.
Learning Objectives
After completing these courses, you will be able to identify federal and state tax law updates for the coming year, effectively and accurately complete business and individual tax returns, communicate to clients how life changes may affect their tax situations, answer tax questions and resolve the tax problems that arise in everyday business and personal transactions, and recognize the legal tax deductions and exemptions businesses and individuals may claim.
Program Level: Intermediate.
There are no advanced preparation requirements for this course, which is designed for professional tax preparers with at least one year of preparation experience.
Additional Information
Continuing Education Credits
Approved for:
CPAs: 17 hours total
Federal Tax Law.........................................................11 hours
Federal Tax Law Updates...........................................3 hours
Regulatory Ethics....................................................... 2 hours
Kentucky Tax Law Update........................................... 1 hour
(by the Kentucky State Board of Accountancy & National Association of State Boards of Accountancy – NASBA)
University of Kentucky is registered with the National Association of State Board of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. Other concerns should be referred directly to: Jonathan Shepherd, Director, UK Tax Education Program (859-218-4395).
Certified Financial Planner Board of Standards: 16 hours
Kentucky Department of Insurance: 17 hours (includes 2 hours of ethics)
IRS Enrolled Agents, AFSP Participants, & PTIN holders: 16 hours total
Federal Tax Law....................................................... 11 hours
Federal Tax Law Updates.......................................... 3 hours
Ethics......................................................................... 2 hours
Our IRS Provider Number is XFC9W.
IRS Continuing Education is only mandatory for Enrolled Agents (EAs) and Enrolled Retirement Plan Agents. Participation in CE by all other tax return preparers is not an official designation, but these individuals may voluntarily take continuing education. IRS has developed the Annual Filing Season Program (AFSP) for non-credentialed tax return preparers. This Federal Income Tax Seminar will not include the six (6) hour Annual Federal Tax Refresher course of the test. The course counts toward continuing education for AFSP.
Kentucky Bar Association CLE credit: 14.25 hours total
General................................................................. 12.5 hours
Ethics.................................................................... 1.75 hours
Certificates of Completion will be emailed to participants within 10 days of the conclusion of the seminar program.
