2023 Year-End Tax Update and Planning

The program discusses certain business and individual tax strategies available in 2023 or for the first time in 2024 that if adopted and implemented could produce significant tax and economic savings for individuals and businesses. Some of the provisions discussed have been available for years; others, products of the SECURE Act 2.0, became available in 2023, or will become available for the first time in 2024 or later.


  • Advise individual and business clients on 2023 year-end tax planning


  • Paying for private colleges using prepaid tuition certificates
  • Transferring unused 529 balances to a Roth IRA
  • Taking advantage of an exception for required minimum distributions for employees who are still working
  • Establishing a Roth IRA for each child
  • Using a Health Savings Account to prepare for retirement
  • Determining if taxpayer is able to buy or sell clean energy credits
  • Preparing for the implementation of the Corporate Transparency Act (CTA)
  • Determining if a client remains eligible to claim the ERC
  • Determining if taxpayers on Medicare have paid too much and are deserving of a refund
  • Taking steps to avoid the Net Investment Income Tax
  • The tax benefits of an IRA-funded charitable gift annuity
  • Tax rules that govern online sports bettors
  • Bonus depreciation and Section 179
  • Retrieving retirement accounts that may have been abandoned
  • Deducting medical expenses that may have been ignored in prior years
  • Determining if married filing separately is a better filing option

Additional Information

Designed For

• Tax practitioners who will be advising clients with regard to changes in the tax rules that impact individuals and businesses for 2023 and later and tax practitioners who will be preparing income tax returns for individuals and businesses in 2024 for ta



Advanced Preparation



2.00 Taxes


A basic knowledge of individual and business tax

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