Webinar: 2025 1040 Individual Tax Conference Part C & Ethics by Professional Tax Institutes, Inc.

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About This Webinar

Various topics for the individual tax return, Schedule A deductions, to include Long-Term Care policies, deductible expenses, internet scam theft losses, and adjustments for retirees. IRS finalized regulations on Digital Assets, Form 1099-DA, Form 1099-R QCD codes.
Circular 230 which governs diligence as to accuracy. Due diligence is exercised when we are preparing, approving, and filing tax returns and related documents made for a client by the practitioner. We will explore due diligence as we discuss questions to ask when claiming tax credits, determining materiality and substantiality, the use of artificial intelligence, and balancing customer service with due diligence.

IRS Provider #0FY01 & NASBA Sponsor ID #103026

Agenda

New Developments (Social Security Fairness Act, Disaster Relief)
Ethics and Due Diligence

Presenters

Randall R Carlson, Clay Center, KS

President, EA, ABA, ATA, ATP, ARA

As president of Professional Tax Institutes, Inc., Randy has been in public practice for over 40 years. He is a graduate of Kansas State University. He is enrolled to practice before the IRS and holds all four ACAT credentials. Randy is a managing director at Sink, Gordon & Associates, LLP in Manhattan, KS, as well as Clay Center branch office manager.

Ronald D Powell, Ocean Isle Beach, NC

Enrolled Agent, Webinar Host, Webmaster

Ron is a graduate of East Carolina University, BA and a graduate of Webster University, MA summa cum laude. He has more than 30 years of experience in accounting and tax preparation. He is enrolled to practice before the IRS and has been presenting continuing education programs for over 25 years. He has been with PTI since 2017.

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