2025 Topics
• New Developments (Social Security Fairness Act, Disaster Relief)
• Individual Taxpayer Issues (Schedule A Items, Theft losses related to Internet scams)
• Rulings and Cases
• Ethics - Due Diligence and Ethical Practitioner
• Small Business Issues (Retirement plans)
• IRS Update (Business tax accounts, Alternative dispute resolution)
• S Corp Formation
• Real Estate Rental Activity Issues
• Related-Party Issues
• Various Specialized Trusts
• Schedule E
IRS Provider #0FY01 & NASBA Sponsor ID #103026
Presenters
Paul Bumgarner, Charlotte, NC
Shareholder, ABA, ATA, ATP, ARA
Paul is a sole practitioner in Charlotte, NC. Paul attended the University of North Carolina at Charlotte and is a graduate of Central Piedmont Community College with a degree in accounting. He has served as a seminar speaker for various accounting organizations for more than 35 years, 20 of which as a farm and small business tax instructor for NC State University.
Ronald D Powell, Ocean Isle Beach, NC
Enrolled Agent, Webinar Host
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.