2023/2024 Federal Tax Update for Individuals and Small Business Owners

When:  Feb 23, 2024 from 12:00 PM to 01:00 PM (ET)
Associated with  New York Chapter

Please join us for the IMA New York Chapter: 2023/2024 Federal Tax Update for Individuals and Small Business Owners on February 23, 2024 at 12:00 PM EST

Description: To update members and guests on current tax rules and regulations and effect on tax planning for 2023 and 2024

Learning Objectives: 

  • To highlight tax compliance and planning issues for 2023 and 2024
  • To discuss status of pending and recently passed tax legislation
  • To review tax planning ideas and strategies for individuals and businesses
  • To summarize the new Corporate Transparency Act

Field of Study: Taxation

CPE being offered: 1.0

Registration is mandatory to participate. To ensure accurate CPE reporting, please provide your correct IMA member number as listed in your IMA membership profile. Your first and last name should also be as per your IMA profile. If any details are incorrect this could delay your CPE credits being reported to your transcript and error with your certificate of attendance.

Non-IMA members, put "N/A" in Member number field.

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Adelman, Katz & Mond LLP

More than forty years of practice in tax planning, estate and trust administration and planning, personal financial planning and accounting have given Warren an extraordinarily deep understanding of personal finance. At his firm, Adelman, Katz & Mond LLP, his clients, who include primarily high net worth individuals, entrepreneurs and sole proprietors, benefit from his particular expertise in tax law, its applications and implications for individuals. Warren is an adjunct professor of accounting and taxation at Long Island University, New Jersey City University, and Rutgers. He has spoken at the Institute of Management Accountants, both the New York and Long Island chapters of Financial Planning Association, the New York State Society of CPAs, New York University, and Lorman Educational Services. In addition, he is an accomplished author, and has regularly contributed to publications the experts rely on, like Marshall Loeb's Money Guide, Taxation for Accountants, and The CPA Journal. Warren has been very active in professional organizations, and has frequently been elected as president, board member or committee chair. Warren is a fan of local sports teams. He also likes to read biographies and books on current events. He and his wife, Susan, live in Langhorne, PA. They have two children, Sam and Robin, and a granddaughter, Reily.

Partner, Adelman Katz & Mond LLP

Jack works with clients to manage critical business processes, such as obtaining financing, completing acquisitions and raising capital through both public offerings and private placements. He also helps them handle compliance issues more accurately and efficiently. One of his specialties is designing and implementing technology systems that save money while making it easier to track and analyze information.

Jack’s clients are companies in technology, manufacturing and real estate, as well as financial professionals and organizations registered with the Securities and Exchange Commission. Jack lives in Bellmore, New York, with his wife, Randi. Together they have three adult children and three beautiful, adorable granddaughters. Outside the office he loves to travel and spend quiet time with his wife and family.