Professional Development and Event Catalog

This isn’t your average tax course — this is the ultimate showdown of retirement planning strategies, delivered with the energy and excitement of a sports highlight reel. Join us as we break down the playbook for selecting the best retirement plans for small businesses. With a mix of humor, real-world examples, and expert insights, you’ll learn how to help your clients score big on tax savings and secure their future. We’ll dive into the latest moves from the SECURE Act 2.0 (signed into law Dec. 29, 2022), including the new Roth SIMPLE and SEP IRA provisions that are changing the game for the 2024 tax year. Don’t just sit on the sidelines — get in the game with Don Farmer’s 2024 Retirement Plan Playbook and become the MVP for your clients’ retirement strategies!

In this course, we review: Current year developments Recurring problems, and planning ideas. Using a combination of humor and examples, we will focus on tax developments that affect 2024 individual income tax planning and return preparation.

In this course, we review: Current year developments Recurring problems, and planning ideas. Using a combination of humor and examples, we will focus on tax developments that affect 2024 individual income tax planning and return preparation.

Using a combination of humor and examples, we will focus on tax developments that affect 2024 income tax return preparation and 2024 income tax planning for businesses.

Using a combination of humor and examples, we will focus on tax developments that affect 2024 income tax return preparation and 2024 income tax planning for businesses.

Get ready to dive into the top plays of IRS tax resolution with Don Farmer’s 2024 Top 10 IRS Tax Resolution Strategies! This isn’t your typical tax class – it’s a relaxed, informative and engaging session that’s all about helping you master the art of representing your clients with confidence. We’re counting down the top 10 options for IRS tax resolution, ranked in priority order to guide your representation planning.  Wondering where Offer In Compromise, Installment Agreements, Uncollectable status, and Innocent Spouse relief stack up? We’ve got the answers — and those are just four of the top 10! Plus, we’ll tackle penalty abatement, collection through ACS vs. Revenue Officer, and when to choose one over the other. As a bonus, we’ll introduce you to the IRS Power of Attorney upload tool — when to use it and the pitfalls to watch out for (spoiler alert: there are a few!). We’ll be taking your questions throughout the session, so don’t be shy. Share your challenges and scenarios, and we’ll share our best advice. It’s virtual, but it’s going to be interactive – so if you’re thinking of a question, chances are someone else is too. Let’s tackle them together.