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Partnership compliance: Getting ready for tax year 2023
January 25 @ 1:00 pm – 2:00 pm EST
Prior to beginning preparations for tax year 2023, what important factors should you keep in mind to best prepare for a successful filing season? Amid regulatory changes, intricate reporting requirements for foreign investors, revision of Form 8308, and heightened documentation demands, the preparation checklist seems longer and less manageable than ever before. Leveraging partnership tax compliance technology to address these key considerations and requirements can help mitigate risk and provide you with the automation necessary to meet stringent deadlines.
The repercussions for incorrectly planning for tax year 2023 could be significant, especially due to the recent IRS announcement that the agency will target partnerships through artificial intelligence. Join our panel of partnership tax advisors for guidance on key considerations to best prepare for a smooth 2023 tax filing season.
Learning objectives:
- Demonstrate the value of estimates.
- Review allocation documentation.
- Identify considerations lower-tier partnerships need to be aware of.
- Identify the impact of recent developments and updated forms.
- Demonstrate the need and demand for preparedness and technology due to new form requirements.
- Explain the cost of getting tax compliance planning wrong, especially with the IRS targeting partnerships through artificial intelligence.
Presenters
John M. Ihne Jr. Senior Manager RSM US
Jason Lunte Partner
Nick Passini Partner RSM USNick Passini is a partner and tax advisor in the Washington National Tax practice of RSM US LLP, specializing in pass-through tax consulting with a focus on partnerships. View full bio 
Dave Schwartz Senior Director RSM US
Learning objectives
Upon completion of this webcast, attendees will be able to:
- Demonstrate the value of estimates.
- Review allocation documentation.
- Identify considerations lower-tier partnerships need to be aware of.
- Identify the impact of recent developments and updated forms.
- Demonstrate the need and demand for preparedness and technology due to new form requirements.
- Explain the cost of getting tax compliance planning wrong, especially with the IRS targeting partnerships through artificial intelligence.
CPE credits
CPE credit available
RSM US LLP is pleased to offer 1.0 CPE credits for attending each webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.
RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Advance preparation: None
Program level: Basic
Prerequisites: None
Delivery method: Group internet-based
Field of study: Taxes
CPE: 1.0 credits per webcast
