Individual Tax Update and Planning Strategies (IU23)

Michael J. Tucker, JD, CPA , Karen Davis, EA, Ph.D., Lance Weiss, CPA, CVA
  • 3
  • Update
  • Taxes

Individual course: $99
Best Value: All-Star Tax Season Pass
Volume Discounts: 
Click here for details.


This course will present and explain the individual-related tax changes for 2023 resulting from new legislation, IRS regulations and pronouncements, and court cases. This is a comprehensive and in-depth program that will prepare tax practitioners to advise their individual clients effectively.

Major Topics:

  • Claiming the Energy-efficient Home Improvement Credit
  • Broker basis reporting of digital assets
  • New IRS guidance on transfer of Clean Vehicle Credits
  • Treatment of individual casualty losses for 2023
  • Limits on charitable contributions
  • Tax treatment of sales of a residence
  • Deductibility of mortgage interest
  • Diminished impact of alternative minimum tax
  • Employer matching contributions with respect to qualified student loan payments
  • 529 plan rollovers to Roth IRAs

Learning Objectives

Advise individual clients regarding new tax legislation impacting 2023 and information released by the IRS regarding the taxation of individuals that impacts 2023 transactions

Tax practitioners advising clients regarding individual income tax developments

A basic understanding of individual income tax rules




Varies by state. Check back soon for details