Skip to main content
General Session Onsite and Online

TAX2403. Taking it Personally: An Individual Income Tax Update

Take a journey through the latest individual income tax developments with Damien Martin, partner in the Private Tax practice within the Financial Services Organization at EY, as he shares insights from key court decisions, tax guidance, and more.


Learning Objectives:

  • Recall recent individual income tax developments.
  • Recognize potential tax planning and reporting opportunities.
  • Identify key areas of focus for individual income tax returns for extension and the 2024 tax seasons.
Date/Time
CPE Credits
1.5
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
3-4 years in the profession
Advanced Preparation
None
Session Tags
TAX
CFP
EA