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I Sessions

Tuesday, November 14,
10:55 a.m. - 12:10 p.m.

I1. Federal Individual Tax Highlights (Repeat of B1)

Speaker(s): J. Patrick Garverick
NASBA field of study: Taxes - Technical (1.5)

Review various federal income tax laws impacting individuals with an emphasis on newly enacted tax legislation, court cases and IRS guidance. Topics will be updated depending on the most recent developments.

I2. Mastering the Inflation Reduction Act

Speaker(s): Susan Smith
NASBA field of study: Taxes - Technical (1.5)

The Inflation Reduction Act (IRA) has brought about significant changes to the economic and financial landscape, impacting businesses and individual taxpayers alike. Staying abreast of this complex legislation is crucial to provide accurate financial advice and compliance guidance to clients. Gain a comprehensive understanding of the IRA, its implications and how it relates to various topics, including corporate alternative minimum taxes, corporate stock repurchases and new and enhanced energy tax credits.

I3. Cybersecurity and the FTC Safeguards Rule: What You Need to Know to Protect Your Firm

Speaker(s): Kevin Fuller
NASBA field of study: Information Technology - Technical (1.5)

With the new FTC safeguard rules, protecting client data takes center stage. Examine how new FTC rules affect businesses. Examine how these rules relate to cybersecurity and the best ways to protect yourself and clients. Sponsored by VC3.

I4. Minnesota Individual Income Tax: M1 and Other Schedules

Speaker(s): Keri Reiter
NASBA field of study: Taxes - Technical (1.5)

Gain an understanding of Minnesota individual income tax forms through interactive discussion of the ins and outs of Schedule M1SA (Minnesota Itemized Deductions), as well as adjustments from federal taxable income to Minnesota taxable income using Schedules M1M, M1MB and M1NC. Also, learn about common credits available on Schedules M1NC and M1REF. This session is part of the TAX23 Young Professionals Track.