Year-end tax planning

How to handle tax updates



Michael Sonnenblick

Current Awareness Lead Editor in Thomson Reuters Tax and Accounting Professionals

Deborah M. Petro

Current Awareness Senior Editor/Author in Thomson Reuters Tax & Accounting Professionals

Debbie Tam

Tax & Accounting Senior Editor

What you will take away

Our industry experts dive deep into essential year-end preparations for both individuals and businesses, along with offering a comprehensive look at the latest payroll changes and 2024 proposals. If you provide payroll services, you won’t want to miss this webcast!

Topics include:

  • SECURE 2.0 Act retirement changes
  • Expert advice tailored for individuals 
  • Business-focused strategies and advice
  • Sample client letters and practice aids
  • Additional general guidance for your practice

This webcast offers expert knowledge you can use in your tax and accounting practice immediately, and valuable insight from a leader in the payroll profession. Join Michael Sonnenblick, Deborah Petro, and Deborah Tam as they clarify many year-end tax updates and revisit changes that have occurred in 2023 to best prepare your firm for 2024.                                       

  • Michael Sonnenblick, J.D., LL.M
    Current Awareness Lead Editor in Thomson Reuters Tax and Accounting Professionals
    In addition to writing for the Federal Tax Update by Thomson Reuters, Michael is frequently quoted in the press. Michael holds a Juris Doctor from the Boston University School of Law and a LL.M in Taxation from New York University Law School. A member of the New York Bar, he has over 20 years of tax experience, including service with a major Wall Street bank and international law firms. In addition, he has represented clients before the IRS. Michael’s specialties include individual taxation, U.S. tax compliance for foreign taxpayers, and retirement planning.

  • Deborah M. Petro, J.D. LL.M.
    Current Awareness Senior Editor/Author in Thomson Reuters Tax & Accounting Professionals 
    Deborah holds both a Juris Doctor and a Master of Law from Chicago-Kent College of Law and is a member of the Illinois Bar. Before working at Thomson Reuters, Deborah worked as a sole practitioner representing individuals and businesses in tax controversy matters before the IRS and the Tax Court. Her specialties include individual and small business compliance and planning.

  • Debbie Tam, CPP
    Tax & Accounting Senior Editor 
    Debbie specializes in Checkpoint’s payroll publications, including Payroll Guide, the go-to federal, state, and local payroll resource covering tax, wage and hour, unemployment, and wage payment. She is also a co-author of Taxation of Benefits, the Federal and State Wage and Hour Compliance Guide, and the Employer’s Guide to Garnishments. Finally, Debbie is one of the content managers of Create-a-Chart, our state tool that allows users to generate charts on various payroll topics. 

    Her 20+ years of payroll experience includes direct payroll management and working for a national third-party payroll processor. She has presented several webinars on various payroll topics and presented at the American Payroll Association’s Capital Summit.

    She holds a bachelor’s degree from New York University and attended Rutgers School of Law. Debbie is a Certified Payroll Professional and a member of the APA’s Government Taskforce.

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