Tax Workflow

Year-end planning: How to handle tax updates

Year-end planning: How to handle tax updates webcast
47:56

Speakers

Deborah M. Petro
J.D. LL.M. Current Awareness Senior Editor/Author in Thomson Reuters Tax & Accounting Professionals

Michael Sonnenblick
J.D., LL.M. Current Awareness Lead Editor in Thomson Reuters Tax and Accounting Professionals

Join Michael Sonnenblick and Deborah Petro as they clarify many year-end tax updates and revisit changes that have occurred in 2022 to best prepare your firm for 2023

Based on Checkpoint's year-end tax planning guide, this webcast is meant to provide year-end tax planning advice and provide guidance on the changes implemented in the past year — specifically from the COVID-19 pandemic.

Checkpoint’s year-end tax planning guide will provide:

  • Advice for individuals
  • Advice for businesses
  • Practice aids
  • Additional general guidance

Join Michael Sonnenblick and Deborah Petro as they clarify many year-end tax updates and revisit changes that have occurred in 2022 to best prepare your firm for 2023.

Additional details

  • Deborah M. Petro
    J.D. LL.M. Current Awareness Senior Editor/Author in Thomson Reuters Tax & Accounting Professionals

    Deborah holds both a J.D. and LL.M. 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 United States Tax Court. Her specialties include individual and small business compliance and planning.

  • 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 J.D. degree from Boston University School of Law and an 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.

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