Individual and Business Tax Updates with Blaise Bender, CPA, JD

Join us for the Chapter’s Annual Tax Updates at a new location – The Hilton Garden Inn Waco, 5800 Legend Lake Parkway, Waco, TX 76712. It is located behind the Baylor Scott & White Hospital near several other hotels and restaurants off I-35 and Highway 6. From the main entrance, the conference room will be on the left side of the hotel. Parking is available around the hotel.

Register by Thursday, November 7, 2024, at 5 pm to assist with headcounts. We will continue to take reservations through November 18th.

Individual Tax Update by Blaise Bender, CPA, JD – November 18, 2024, 8 am sign-in; 8:30 am Course Begins

This seminar will cover the recent and proposed legislation that also impacts our individual clients. The session will also discuss current information regarding IRS Revenue Rulings, Revenue Procedures, Tax Court Decisions as well as New and Proposed Regulations. The session will also review changes to the tax forms impacting the upcoming tax season. The seminar will also discuss potential tax changes in light of the presidential election. The seminar is designed to not only provide information with respect to the upcoming tax season but also assist CPAs in tax planning for their clients.

Among the areas covered are the following:

• Tax Filing Status and Tax Rates
• Items of Gross Income and Revised Exclusions from Gross Income
• Updates to Capital Gains and Reporting
• Updates on Passive Activity Loss Issues and At Risk Rules
• Short-term Rental Issues
• Updates on FINCEN Reporting
• Passthrough Basis Reporting
• Updates on Adjustments to Gross Income
• Update on Retirement Plans, including Implementation of SECURE 2.0 for 2024
• Revised Standard Deduction and Itemized Deduction Provisions
• Chargeable Contribution Issues
• Update on Qualified Business Income Deduction
• Updates to Individual Tax Credits Including Energy Credits
• Updates to Trusts, Estates and Gifting
• Proposed Legislation that could impact 2025
• The continuation of the Tax Cuts Jobs Act

Objectives:

1. Provide the CPA and tax professionals with an update on legislative and tax matters impacting individuals with the upcoming tax season.
2. Provide an update IRS positions impacting individual tax reporting.
3. Provide an update on proposed legislative matters impacting individual tax reporting.

Delivery Method: Group live

CPE Credits: 8
Level: Designed for all tax professionals
Prerequisites/advance preparation No prerequisites and no advance preparation required.
Included in your registration Digital materials, lunch, beverages, and snacks.

Business Tax Updates by Blaise Bender, CPA, JD – November 19, 2024, 8 am sign-in; 8:30 am Course Begins

This seminar will cover Legislative, Judicial, and IRS Guidance of the past year as it pertains to Sole Proprietorships, C Corporations, S Corporations, Partnerships, and LLCs. Recently issued IRS Regulations, Proposed Regulations, Revenue Rulings, Revenue Procedures, and Tax Court Decisions, along with advice memorandums will also be discussed. The Seminar is designed to assist CPAs in business tax planning matters. The session will also include a discussion of proposed IRS administrative changes designed to create greater efficiency and response to our clients. The seminar will conclude with the Texas Tax Update. Among the topics discussed include the following:

• Sole Proprietorship Tax Update
• Continued Aggressive Hobby Loss Examinations Involving Texas Farm and Ranch Businesses
• Recent Developments on General Business Deductions
• Revised Operating Loss Provisions and Limitations
• C Corporation Tax Update
• Beneficial Information Ownership Reporting – Update
• Business Tax Credit Update including New Energy Credits
• Apprenticeship in Prevailing Wage Issues
• S Corporation Update including Basis Issues and AAA and expended IRS examination
• Partnership and LLC Update
• Employment Tax Update and ERC Developments
• Nonprofit Tax Update
• IRS Procedural Matters; Current and Proposed
• Texas Tax Update

Objectives:

1. Provide the CPA and tax professionals with an update on legislative and tax matters impacting businesses with the upcoming tax season.
2. Provide an update IRS positions impacting business tax reporting including Pass-through entities such as S Corporations and Partnerships
3. Provide an update on proposed legislative matters impacting business tax reporting.

Delivery Method: In person
CPE Credits: 8
Level: Designed for all tax professionals
Prerequisites/advance preparation No prerequisites and no advance preparation required.

Included in your registration Digital materials, lunch, beverages, and snacks.

About the speaker: Blaise C. Bender is a fellow member of TXCPA and is a Past President of TXCPA San Antonio. He is a member of the State Bar of Texas. Mr. Bender's illustrious career began in public accounting, during which he contributed his expertise at prestigious firms such as Arthur Andersen & Co., Deloitte Touche, and Ernst & Young. In addition to his public accounting experience, he has also held pivotal roles as Controller and Chief Financial Officer (CFO) within the private sector.

Blaise recently assumed the role of Chairperson of the Board of Directors at Credit Human. He further extends his professional reach by serving on the board of USIO, Inc., where he chairs the Audit Committee. Mr. Bender's expertise extends to educational outreach, having conducted numerous seminars across Texas and the United States, with a substantial body of published work in the fields of tax and accounting. His dedication to continuing education has earned him numerous awards and accolades.

Beyond his CPA and legal credentials, Blaise maintains a thriving legal consulting practice that spans a wide spectrum of tax-related matters. His extensive expertise includes corporate and partnership taxation, administrative appeals, healthcare reporting for businesses, corporate legal counsel, classification of repair and maintenance costs, managerial control systems, mergers and acquisitions, contract and transactional analysis, as well as strategic planning and business development issues. His client portfolio encompasses a diverse range, including Fortune 500 companies, private enterprises, small businesses, municipalities, and non-profit organizations, attesting to his versatility and comprehensive knowledge in the field.

The cost is $250 per 8-hour CPE or $475 for both days (16 hours CPE).

We can invoice your office as a group by emailing a list of participants. Mail checks to TXCPA Central Texas, PO Box 7834, Waco, Texas 76714. If you pay by check, you do not need to register on Eventbrite.

For questions, please contact Rebekah North at 254-732-3026 office, 254-715-8178 cell or [email protected].

Host or Publisher TXCPA Central Texas Chapter