M+O=CPE The Definitive Tax Seminar

PROVIDING OUTSTANDING
TAX SEMINARS SINCE 1995

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M+O=CPE®
the definitive tax seminar

Our annual workshop is the best way to prepare for tax season.
Included is the M + O = CPE^® Individual Tax Year-End Workshop Reference E-Book, annually written by Vincent J. O’Brien, CPA and used by practitioners all year long.
Taught by renowned lecturer and CPA firm CEO, Vincent J. O’Brien, CPA, he has instructed tax professionals for decades. As a practicing CPA, he provides the rare combination of expertise, practical experience, and the ability to teach.

Schedule

Individual Tax Year-End Workshop

12/7/2023

9:00 AM to 5:00 PM

12/14/2023

9:00 AM to 5:00 PM

1/4/2024

9:00 AM to 5:00 PM

1/11/2024

9:00 AM to 5:00 PM

Major changes this year at both the federal and New York level make this is a must-attend event. Seminar covers federal and New York tax laws, rules, news, logistics and strategies.
Our eight-hour live-streamed interactive Individual Tax Year-End Workshop this December and January is unrivaled, lively and the essential tax-season seminar.
Throughout the seminar, call and speak with Vincent J. O'Brien, CPA, in real time during the Q&A sections.
You also receive the current year edition of the M + O = CPE^® Individual Tax Year-End Workshop Reference E-Book.

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E-Book

The e-book is included for those who enroll in our seminars, but it can also be purchased separately: The M+O=CPE^® Individual Tax Year-End Workshop Reference E-Book. We do the research so you don’t have to.

Tax News

W2 1099 E-File Mandate Change PTET Estimated Tax Reminder CHAR500 Web Filing Requirement Documenting Extensions New EV Regulations Issued IRA Contribution Reminders RMD Reminder PTET Refunds Come Earlier Checklist for PTET Keep Client Documents Secure IRS Guidance on State Tax Payments Checklist for PTET Credit for Electric Vehicle Charger 1099-K Strategies Planning RMDs for 2023 Updated PTET Worksheets Clean Vehicle Credit for 2023 SECURE 2 Enacted 2023 Standard Mileage Rate Deferral of Broker Reporting of Digital Asset Sales Delay of 1099K Lower Threshold Breaking News-NYC PTET Estimated Taxes 2023 Estate Tax Exclusion Corporate Transparency Act IRS Revises Exception for Schedules K-2 and K-3 NYS PTET Calculation Change 1099-K Lower Threshold for 2022 Electric Vehicle Credits EIDL Repayments NY Supplemental Child and Earned Income Credit NYC PTET Guidance Repaying Deferred Social Security Tax Reminder IRS Retroactive Penalty Relief Retroactive NYS PTET Change CHAR500 Web Filing Requirement Brand-New NYC PTET PTET Election for 2022 Tax Year Inflation Reduction Act ID.me for IRS E-Services Keep Your Data Safe NYS Unemployment Interest for Employers NYS Homeowner Tax Rebate Credit Checks Mid-Year Standard Mileage Rate Increase PTET Estimated Tax Reminder Estimated Taxes and Extension More Time for NY PTET Election NYS Sending PTET Refunds 990EZ Must Now Be E-Filed Extension Reminders IT-229 Reminder IRA Contribution Due Date PTET Election for 2022 NY PTET Reminders Final Version of Form 8915-F NY PTET Overpayments NY PTET Returns Can Now Be Filed Reporting PPP Forgiveness NY Pandemic Small Business Grant Pass-Through Entity Tax Return New Guidance IT-204 Reporting of PTET Credit Pass-Through Entity Taxable Income 1099-G and Fraud IRS Info Letters for Advance Payments 2022 Estate Tax Exclusion RMD Calculations for 2022 Additional Federal Postponement for Hurricane Ida 2022 Standard Mileage Rate NY Pass Through Entity Tax Estimated Taxes Accrual Basis and Pass-Through Entity Tax April 18 Due Date Relief from Retention Credit Early Termination Estimated Tax for NY Pass-Through Entity Tax Repaying Deferred Social Security Tax Reminder PPP Forgiveness and Basis Retention Credit Ends Early Paper File for Hurricane Ida Deferral IT-653 and Estimated Taxes W2/1099 E-file Mandate Form 8915-E Reminder NY Further Extends Due Dates NYS Pass-Through Entity Tax Reminder More on NY Extended Due Date Deferred Due Dates for Some More On NYS Pass-Through Tax Guidance on NYS Pass-Through Entity Tax Protect Your Data Submitting Federal Power of Attorney Repaying Deferred Social Security Tax More on Advanced Child Credit Opt-Out Advanced Child Credit Opt-Out RMD Reminder NYS Optional Pass-Through Entity Tax New York State Rate Increase IRS Unemployment Refunds Child Credit Advance Payments Extension Reminders Form 990 E-File Reminder Some IRS April 15 Debits Did Not Occur NYS Treatment of Unemployment IRS Refunds for Unemployment Exclusion IRA Contribution Due Date IRS Updates Unemployment Exclusion Threshold Kiddie Tax and Unemployment Benefits New York Filing Due Date Moved No Amendments for Unemployment No Extension for Estates, Trusts and Corporations Federal Filing Due Date Moved Reporting the Unemployment Exclusion Key Provisions in the New Tax Law Expected Retroactive Unemployment Change Strategies for Possible New Stimulus Payment Using a Portal for Document Exchange Determining EIP Received PPP Forgiveness and Basis IRS Mailing Address Changes Revised PPP Forgiveness Form New York Interest on 2019 Refunds Updated Recovery Rebate Worksheet Updated PPP Guidance New York Has Revised Form IT-558 2021 Standard Mileage Rate PPP Expense Deductibility 2nd Round of PPP Loans More PPP Forgiveness Simplification Extension of Expiring Provisions New Stimulus Payments Other Provisions in the New Law 2021 Estate Tax Exclusion New Form 1099-NEC New Form for NYS Decoupling from Federal Laws Postponement of 1099 and W2 E-File Requirement New Form for COVID-19 Retirement Account Withdrawals 1099 & W2 E-File Requirement Simplified PPP Forgiveness for $50,000 or Less Early Retirement Account Withdrawal Reminder NYS Decoupled from New Federal Laws IRS Interest on 2019 Refunds Guidance on Optional Payroll Tax Deferral IRS Mail Backlog Unemployment Benefits and Taxes Relief for RMD Rollover Considerations for Extensions No Postponement of July 15 Due Date Identity Protection PIN PMI Reminder New York 2nd Quarter Estimated Tax Extension of PPP Covered Period New York Extends Sales Tax Relief PPP Loan Forgiveness Form Economic Impact Payments to Deceased Individuals Payroll Protection Program and Tax Deductions Qualified Improvement Property More Due Dates Postponed Direct Deposit Portal for Recovery Rebates Payroll Protection Program Extended Gift Tax Due Date More on Recovery Rebates Other Provisions of CARES Act Recovery Rebates New York Due Date Deferral Federal Paid Leave for COVID-19 New York Paid Leave for COVID-19 Late-Filed New York Sales Tax Returns More on Federal Filing Due Date Federal Filing Due Date Moved Federal Extension for Tax Payments 1065 Disclosures about Owners Secure Document Exchange Inflation Adjustments for Form 461 Partnership Capital Reporting New York Bag Fee Begins March 1, 2020 Qualified Opportunity Funds: Gifts, Death or Divorce Opportunity Funds and Installment Sales IRS Withholding Calculator in Excel 2020 Standard Mileage Rate New Law Signed December 20, 2019 Required Minimum Distribution Tables 2020 Estate Tax Exclusion New York State Update on Wayfair New Form for 199A Deduction Form W-4 for 2020 Final Real Estate Safe Harbor for 199A Section 179 Reminders Late Corrected 1099s and K-1s Automatic 2210 Relief Update for Qualified Improvement Property Deemed Distributions from Retirement Plan Loans Data Security Reminders NYS IT-205 Update E-File Blackout Periods New Login Procedure for Some Tax Software IRS Schedule D Instruction Error Reminder about 2210 Relief Retroactive NYS Change for Estates and Trusts New York State Refund Notices Summarize Key Issues for Extensions Strategies for Expired Provisions Retirement Plan Loans and Exiting Employees Additional Form 2210 Relief Strategies for Qualified Improvement Property New York State and Wayfair Decision Bonus Depreciation for Vehicles 1065 Schedule K-1 Change 199A and Section 179 199A Reminder for Fiscal-Year Entities Keeping Client Documents Secure 199A for REITS & Publicly-Traded Partnerships Real Estate Safe Harbor for 199A Final Regulations for 199A New Penalty Relief from IRS Final Version of Form 1040 Standard Mileage Rate 2019 Estate Tax Exclusion New Requirement for All NY Employers New Format for 1040 HSA Update New York Optional Employer Tax Business Meals Expense Gift Tax Reminders Change in Method Due to New Tax Law Passthrough Deduction and Service Businesses W-2 Limit for Passthrough Deduction Deductions on Form 1041 New 1040 Draft Creates Stir Reminder about Auto Deductions Proposed Change in CPE Requirements Alimony and the New Tax Law Estimated Tax Considerations Clients Affected by February Tax Law Change IRS E-File System Has Problems on Tax Due Date FBAR Reminder Health Insurance Penalty W-2 Verification Code HSA Alert Due Date for Partnership Tax Returns IRS Withholding Calculator Beware of Phishing Scams 2018 Tax Projections Retroactive Changes for 2017 Tax Year Driver License Logistics IRA Conversions and Recharacterizations Portals for Client Documents IRS Issues New Withholding Tables for 2018 Standard Mileage Rate The New Law and Withholding for 2018 Planning for New Tax Law Due Date for Estate Portability Relief Withholding for New York Family Leave NY Peer Review Rule Change No More Silent Returns Late Partnership Returns Due Dates for Florida Clients Corporate Extensions Due Date Taxability of Family Leave Benefits New York Family Leave Update Data Security in a Dangerous Cyberworld STAR Property Tax Issues New York Family Leave New Guidance Extends Portability Due Date Estate Tax Portability Clients that Missed the Due Date Net Operating Losses Private Companies Collecting Taxes The Importance of Encryption Important Logistics for Individual Extensions Late IRA rollovers NYS Estimated Tax for Individuals NYS C Corporation Estimated Taxes Form 1065 due date Enhanced Driver License & E-File W-2 Verification Codes Federal Extension for Form 1041 Earlier Due Date for NYC-204 Changes For Business e-File Forms W3/W2 Due January 31! FBAR Extension 2016 FBAR Due Date Delay of Some Refunds 2017 Mileage Allowance

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