Learn the latest tax code changes and practical planning strategies so you can confidently guide clients, optimize their current and future tax positions, and navigate IRS processes with greater clarity and effectiveness.
Each year, the tax code evolves through Congressional legislation, requiring time and further analysis by the IRS and the professional community to clarify legislative intent. These changes are implemented through IRS pronouncements and, ultimately, U.S. Tax Court decisions. Given this continual evolution, it is imperative for financial executives, financial planning professionals, and tax practitioners to stay informed and provide accurate, strategic guidance to their business and individual clients. Ongoing education and awareness of best practices are essential to developing effective financial and tax strategies. This presentation will equip professionals with valuable, practical insights to help clients address current tax needs and prepare for future planning. Attendees will gain proven strategies for the 2025 tax filing year and beyond, along with practical guidance for effectively managing interactions with the IRS.
Agenda
Faculty
Leonard F. Steinberg, EA
Steinberg Enterprises, LLC
Leonard Steinberg, EA
- Enrolled Agent and founder of Steinberg Enterprises, LLC, specializing in tax representation, problem resolution, and tax planning for individuals, businesses, nonprofits, estates, and trusts
- Represents clients before the IRS and state tax authorities, including audits, appeals, installment agreements, offers in compromise, and trust fund recovery cases
- Former appointee to the IRS Taxpayer Advocacy Panel and long-time member of the FASB Small Business Advisory Committee
- Has testified before the U.S. House of Representatives on federal tax matters
- National speaker and educator for organizations including the IRS, Paychex, Jewish Vocational Services, and Lorman Education Services
- Experienced instructor in accounting, taxation, internal controls, fraud prevention, and nonprofit management at multiple colleges and professional programs
- Holds advanced credentials including an MBA in International Business and Finance, certificates in financial planning and accounting, and extensive IRS continuing education
- Active member and leader in professional tax organizations, including the National Association of Enrolled Agents and the National Tax Practice Institute
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