MNCPA Tax Advisers Update: Individual and Other Developments

Recent tax developments and legislative changes affect this season’s return filings and influence the planning landscape. Learn how to handle the latest tax legislation affecting your individual clients.  Learn about the most recent IRS guidance and come away with tax planning strategies for your individual clients. 

Who should attend? 

Tax professionals in public practice and industry who need to learn the latest on new federal tax legislation, IRS guidance and recent court decisions 

Major subjects: 

• The latest information on the Inflation Reduction Act of 2022 and other late-breaking federal tax legislation affecting individuals 

• Planning strategies tied to recent federal tax developments  

• Tax consequences from cryptocurrency transactions 

• Real-world planning tips and illustrations 

Learning objectives: 

• Identify the key tax developments of the past year 

• Recognize new tax planning opportunities for individuals arising from recent tax legislation 

• Understand whether an activity is subject to self-employment tax 

• Find opportunities to implement defensive strategies against IRS positions 

Prerequisites:  Experience in federal tax planning and preparation recommended.

CPE Credits: 4
Area of Study: Taxes - Technical (4)

Instructors:

Daniel Greenhagen, JD 
CliftonLarsonAllen LLP 

Daniel Greenhagen, JD, has a law degree from the University of Wisconsin Law School, and earned an LL.M. in Taxation at Georgetown University Law Center. He has over 10 years of experience with national firms. Dan was previously a member of the national tax research credit services group of a Big Four accounting firm in Washington DC. He currently practices in diverse federal income tax areas, but specializes in property transactions such as cost segregation, depreciation and the repair regulations. He regularly conducts training courses on corporate taxation and new tax developments and is a frequent speaker on the repair regulations.