A Look Back on the 2024 U.S. Federal Tax Update

In mid-January, we hosted the fourth annual U.S. Federal Tax Update and welcomed more than 380 attendees for eight hours of actionable tax education. This event brought together 18 firms across three regions.

Presenters from Marcum LLP – Michael D’Addio, Andrew Finkle, Christian Burgos, and Andre Benayoun – covered the latest in: 

• U.S. court decisions and IRS guidance 
• State and local tax laws 
• Section 174 
• The Inflation Reduction Act 
• International tax laws 
• The Corporate Transparency Act 
• Trust and estate laws 
• The Secure Act 
• The Employee Retention Tax Credit 

Thank you to those who attended - early feedback is positive! Attendees report the sessions contained a vast amount of tax information and some requested deep dives into specific topics. And, we received some requests for a simplified registration process and scheduling. We hear you and we’re on it!  

If you attended and haven’t completed the survey sent on January 18, 2024, please make sure to do so!  

Thank you - Michael, Andrew, Christian, and Andre - for compiling and sharing this information with our members. Participants, we hope this program advanced your knowledge and will lead to more client success at your firms.