Business Tax Update Roundtable

2 hr CPE/CPD in Personnel/Human Resources – Group Based Internet

Program Level: Basic 

Federal Tax Update for Business 

Joe will continue his annual January federal income tax update by addressing recent developments in the taxation of businesses. As with the tax update pertaining to individuals, Joe will break his presentation into three components: Legislative, executive and judicial. Joe will also address guidance provided by the IRS regarding the One Big Beautiful Bill Act, as well as associated planning for the upcoming tax season.

Learning Objectives

• To understand guidance provided by the IRS regarding Big Beautiful
• To understand recent IRS guidance regarding other areas of the tax law
• To review recent case law
• To review proposed legislation

CPE: 2 hours

Field of Study: Taxation

Prerequisites: None

Level: Basic/Update

Delivery Method: Group Internet Based

Speaker Bio
Joseph P. Nicola, Jr., JD, CPA, CVA

Joe has been in public accounting for more than thirty years and has experience in many diverse areas of taxation, including the taxation of and planning for various forms of business entities, such as corporations, partnerships, and limited liability companies. He has considerable experience with individual income taxation and is particularly knowledgeable about federal and multistate tax matters that affect numerous industries, including natural resources, manufacturing, distribution, high technology, securities, and start-up businesses. Joe has consulted on technically complex matters, such as succession planning, corporate reorganizations, employee stock options, securities derivatives, partnership taxation, and international tax matters. While in public practice, he served for many years as an adjunct member of the faculty with Duquesne University’s MBA and Master of Science in Taxation/Accountancy programs, as well as with Robert Morris University’s Master of Science in Taxation program. Joe is a nationally recognized tax instructor for Surgent and for AGN International, the international network of firms to which Sisterson belongs. He is also a published author of CPE/CLE texts and industry articles.

Joe’s background also includes significant experience in ERISA and employee benefits, as well as representation before the Internal Revenue Service and Department of Labor.  He also has significant litigation support experience, including civil litigation, family law practice, criminal tax defense, and pre-trial assistance (such as assistance in the discovery and deposition process).

Areas served: natural resources, manufacturing, distribution, high technology, securities, and employee benefit plans.

Joe joined Sisterson in 2006. “Building and expanding relationships is paramount at Sisterson,” he says. “We view our clients not only as business partners, but also our friends. We are a forward-thinking group, which allows us to exceed the high standards to which our clients hold us. I am proud of that!”

AGN International – Americas, LLC 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

 Texas CPAs: AGN International – Americas, LLC is also registered with the Texas State Board of Public Accountancy. (Sponsor ID: 010173)

Questions and comments can be directed to AGN Programs Manager Misean Reed.