CPA - medium firm
CPA - large firm
Enrolled Agent
Other
The Tax Cuts and Jobs Act, SECURE Act, CARES Act, and the 2022 Inflation Reduction Act are just a few among many updates that can affect tax returns for 2022. Join this session to learn about these updates as well as how to construct tax planning strategies for clients and hear what our presenters believe to be the federal legislative outlook.
Learning Objectives:
- Summarize changes made to the tax laws affecting tax returns to be filed for 2022 including the Tax Cuts and Jobs Act, SECURE Act, CARES Act, and 2022 Inflation Reduction Act
- Evaluate tax planning strategies for 2022 and 2023 for individuals, closely held corporations, and other business entities
- Determine the changes affecting pensions, estates and trusts, and business entities including pass-through entity taxes (PTET)
- Summarize the federal legislative outlook
Warren Bergstein
Adelman Katz & Mond LLP
Partner
[email protected]
(212) 382-0404
Warren Bergstein is a partner at Adelman Katz & Mond LLP. Warren has more than forty years of practice in tax planning, estate and trust administration and planning, personal financial planning, and accounting, giving him an extraordinarily deep understanding of personal finance. His clients, who include primarily high-net-worth individuals, entrepreneurs, and sole proprietors, benefit from his particular expertise in tax law and its applications and implications for individuals.
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