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Enrolled Agent
Small Business Owner
Tax changes can be confusing and take time to understand. Recently, federal tax rules and regulations have changed. There’s especially a focus on the SECURE Act, CARES Act, updates to 1099s, and PPP loans. This course will cover what you need to know in order to be prepared for 2022. The course will also review how automation is simplifying accountants’ lives through the Rippling all-in-one HR platform.
Learning Objectives:
- Identify updates to the SECURE Act that impact 401k contributions to retirement
- Describe charitable planning deduction and penalty exceptions under the CARES Act
- Determine eligibility for PPP loan forgiveness
- Recall updates to the 1099-NEC and 1099-MISC
- Identity ways automation can simplify catching inconsistencies and errors in employee classification and reporting
Carlos Dias Jr.
Dias Wealth
Founder and Managing Partner
carlos@diaswealth.com
(407) 801-2244
Carlos Dias Jr. is a financial adviser, public speaker, and president of Dias Wealth LLC in Orlando, Florida, offering strategic financial planning services to business owners, executives, retirees, and professional athletes.
Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured, or quoted in over 100 publications, including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today, and several others. He's also been interviewed on various radio and television stations. Carlos is trilingual, fluent in both Portuguese and Spanish.
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