Seminars

Description:

NOTE:  The on-line posted Registration Rates include a 3% Convenience Fee.  To avoid this fee, mail a check or money order for the following applicable amount along with your registration form to TAA, P.O. Box 332526, Murfreesboro, TN  37133:

TAA Member:  $250 early/ $300 after October 23

Non-Member:  $300 early/ $350 after October 23

Are you registering five or more attendees from the SAME firm for this seminar?  Call Dawn at 615-308-2659 for a group discount.

Program notes will be emailed to you a few days before the seminar.  You are encouraged to bring them with you in printed form OR uploaded to your personal device.

Seminar Overview:

Eight hours of 2024 Federal and Tennessee Tax Update Including Recent Legislation:

I. Federal Individual and Fiduciary Taxation Update
A. Individual and Fiduciary Tax Rates
B. Individual and Fiduciary Taxable Income
C. Individual and Fiduciary Tax Deductions and Credits
II. Federal Business Taxation Update
A. Corporate Tax Rates and Taxable Income
B. Business Tax Deductions and Credits
C. Business Tax Depreciation
III. Federal and Tennessee Tax Legislation
A. 2024 Federal Tax Legislation (enacted)
B. 2024 Tennessee Tax Legislation (enacted)
C. 2024 Federal Corporate Transparency Act (CTA) and BOI Reporting
IV. Tax Planning and Other Discussion
A. Formation of a New Business – General Considerations
B. Choosing a New Business Entity – Specific Choices
C. Estate and Gift Taxation – Overview
D. Retirement Plans and Individual Accounts - Overview

Speaker:

JOHN D. HOUSTON, CPA is founder and principal of John D. Houston CPA, a local Chattanooga CPA firm. His more than 47 years of public accounting experience in the Chattanooga area includes 12+ years with two national accounting firms. Mr. Houston’s tax consulting and CPA services firm provides tax compliance and consulting services for privately held companies, business executives and professionals, investors, self-employed individuals, and estates and trusts. His specialized areas of tax expertise include estate and trust tax planning, consulting on asset sales and acquisitions, consultation on choice of business entity, and client representation before the Internal Revenue Service and state taxing authorities. Mr. Houston is a frequent  speaker on Federal income taxation with emphasis on recent tax legislation and current developments. He has held various offices with the Tennessee Society of Certified Public Accountants including the TSCPA and Chattanooga chapter board of directors and is a current member of the TSCPA Federal Taxation Committee. He previously served on the board of directors of the  SE Tennessee American Red Cross and is a past president of The Estate Planning Council of Chattanooga. Mr. Houston is a 1977 highest honors graduate of the University of Tennessee’s
College of Business Administration where he majored in accounting and management science.

Directions

Seminar Details and Policies:

• Registration 7:30 am EASTERN; Seminar 8:00 am EASTERN; morning and afternoon breaks; on-site lunch
• A $40 processing fee will be assessed for cancellations made BEFORE early registration deadline ends.
• NO REFUNDS WILL BE ISSUED AFTER EARLY REGISTRATION ENDS.